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.
Columbia Select Mid Cap Gro Fd I3 CMGYX
- NAV / 1-Day Return 27.08 / +0.33 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.770%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1.0 Mil
- 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 CMGYX
Will CMGYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |