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Columbia Select Mid Cap Gro Fd R CMGRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.59  /  +0.61 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 152%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:13 PM GMT+0

Morningstar’s Analysis CMGRX

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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 CMGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HubSpot Inc

3.26 49.1 Mil
Technology

MongoDB Inc Class A

3.06 46.1 Mil
Technology

Cencora Inc

2.78 41.8 Mil
Healthcare

Apollo Global Management Inc Class A

2.72 40.9 Mil
Financial Services

DexCom Inc

2.62 39.4 Mil
Healthcare

Domino's Pizza Inc

2.59 38.9 Mil
Consumer Cyclical

Rollins Inc

2.54 38.3 Mil
Consumer Cyclical

West Pharmaceutical Services Inc

2.51 37.7 Mil
Healthcare

Take-Two Interactive Software Inc

2.48 37.3 Mil
Communication Services

CrowdStrike Holdings Inc Class A

2.35 35.3 Mil
Technology