Skip to Content
Morningstar

Columbia Select Mid Cap Gro Fd C CMCCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.93  /  +0.34 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 152%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CMCCX

Will CMCCX 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 CMCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMCCX 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 CMCCX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CMCCX

More CMCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fair Isaac Corp

3.32 50.9 Mil
Technology

Columbia Short-Term Cash

3.25 49.8 Mil
Cash and Equivalents

Domino's Pizza Inc

2.72 41.7 Mil
Consumer Cyclical

CrowdStrike Holdings Inc Class A

2.64 40.4 Mil
Technology

Spotify Technology SA

2.56 39.2 Mil
Communication Services

MongoDB Inc Class A

2.43 37.2 Mil
Technology

The Trade Desk Inc Class A

2.36 36.2 Mil
Technology

Apollo Global Management Inc Class A

2.34 35.9 Mil
Financial Services

Natera Inc

2.33 35.7 Mil
Healthcare

Datadog Inc Class A

2.04 31.3 Mil
Technology