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Columbia Select Mid Cap Growth Fund A CBSAX Fund Analysis

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Morningstar’s Analysis CBSAX

Will CBSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBSAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CBSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia Select Mid Cap Growth Fund to Liquidate R Shares; Ratings Unchanged

null David Carey

David Carey

Analyst Note

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.

by David Carey
Published on

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