Morningstar

Columbia Select Mid Cap Growth Fund Institutional 3 Class CMGYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $33.10  /  −1.78 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 0.780%
  • Net Expense Ratio 0.770%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 200%
NAV and 1-Day Return as of

Morningstar’s Analysis CMGYX

Will CMGYX outperform in the 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 CMGYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMGYX 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 CMGYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Skeptical of its strong start.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Select Mid Cap Growth’s experienced managers are stretched thin, and their approach lacks a clear edge, resulting in Average People and Process Pillar ratings.

by David Carey
Rated on Published on

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Portfolio Holdings CMGYX

More CMGYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

7.08 164M
Cash and Equivalents

Snowflake Inc Ordinary Shares

4.73 109M
Technology

Take-Two Interactive Software Inc

3.68 85M
Communication Services

Datadog Inc Class A

2.81 65M
Technology

Cloudflare Inc

2.67 62M
Technology

Targa Resources Corp

2.29 53M
Energy

SharkNinja Inc

2.29 53M
Consumer Cyclical

Lattice Semiconductor Corp

2.10 48M
Technology

Icon PLC

2.07 48M
Healthcare

argenx SE ADR

2.07 48M
Healthcare

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