On Jan. 8, 2024, Columbia announced it would trim a number of little-used share classes in a move that should simplify investors’ choices going forward. For Columbia Select Mid Cap Growth, the R shares will be liquidated on April 19, 2024; unless investors take action to move to other share classes before that date, those R shares will be automatically exchanged for Class A shares of Columbia Government Money Market Fund IDSXX.
Columbia Select Mid Cap Gro Fd I2 CMGVX
- NAV / 1-Day Return 27.63 / +0.11 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.820%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 152%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CMGVX
Will CMGVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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XPO Inc | 2.77 | 41.7 Mil | Industrials |
CoStar Group Inc | 2.69 | 40.5 Mil | Real Estate |
CrowdStrike Holdings Inc Class A | 2.65 | 39.8 Mil | Technology |
Fair Isaac Corp | 2.58 | 38.8 Mil | Technology |
HubSpot Inc | 2.45 | 36.8 Mil | Technology |
Spotify Technology SA | 2.33 | 35.0 Mil | Communication Services |