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Columbia Select Mid Cap Gro Fd I CLSPX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.91  /  −1.93 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 152%

USD | NAV as of Apr 12, 2024 | 1-Day Return as of Apr 12, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CLSPX

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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.

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Portfolio Holdings CLSPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MongoDB Inc Class A

3.20 51.5 Mil
Technology

HubSpot Inc

3.09 49.8 Mil
Technology

XPO Inc

2.89 46.6 Mil
Industrials

Apollo Global Management Inc Class A

2.83 45.6 Mil
Financial Services

Cencora Inc

2.63 42.4 Mil
Healthcare

Domino's Pizza Inc

2.54 40.9 Mil
Consumer Cyclical

The Trade Desk Inc Class A

2.46 39.6 Mil
Technology

CrowdStrike Holdings Inc Class A

2.43 39.2 Mil
Technology

DexCom Inc

2.32 37.3 Mil
Healthcare

Veeva Systems Inc Class A

2.25 36.3 Mil
Healthcare