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Morningstar

Columbia Select Mid Cap Gro Fd I3 CMGYX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 22.23  /  1.33 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 70%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis CMGYX

Will CMGYX 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 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.

The new-look team must prove itself.

Associate Analyst

Summary

| by David Carey

Columbia Mid Cap Growth has added a promising new lead manager, but the team must prove it can execute its strategy here, warranting a Morningstar Analyst Rating of Neutral for all share classes.

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