Columbia Select Mid Cap Growth Fund A (CBSAX)
| Fund Assets | 1.84B |
| Expense Ratio | 1.12% |
| Min. Investment | $2,000 |
| Turnover | 174.00% |
| Dividend (ttm) | 3.47 |
| Dividend Yield | 12.07% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 27.05 |
| YTD Return | 15.56% |
| 1-Year Return | 32.40% |
| 5-Year Return | 66.70% |
| 52-Week Low | 18.92 |
| 52-Week High | 29.28 |
| Beta (5Y) | n/a |
| Holdings | 70 |
| Inception Date | Nov 1, 2002 |
About CBSAX
Columbia Select Mid Cap Growth Fund Class A is a mutual fund focused on providing capital appreciation by investing primarily in growth-oriented, mid-sized U.S. companies. The fund targets firms with strong earnings prospects and innovative business models, typically operating in dynamic sectors like technology, healthcare, and consumer discretionary. Its portfolio is actively managed to identify and capitalize on companies poised for above-average growth within the mid-cap segment, which generally includes businesses with market capitalizations between $2 billion and $10 billion. By concentrating on mid-cap growth equities, this fund offers investors exposure to companies that are often considered to be in a critical growth phase—larger and more established than small caps, yet still offering substantial potential for expansion. The fund emphasizes diversification across industries and regions within the U.S. market, aiming to balance risk and return. With a substantial asset base and an expense ratio in line with industry norms, Columbia Select Mid Cap Growth Fund Class A plays a notable role in portfolios seeking to harness the growth potential of mid-sized enterprises while maintaining a disciplined investment approach.
Performance
CBSAX had a total return of 32.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.85%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
29.64% of assets| Name | Symbol | Weight |
|---|---|---|
| Spotify Technology S.A. | SPOT | 4.16% |
| Vertiv Holdings Co | VRT | 3.41% |
| Columbia Short-Term Cash | n/a | 3.23% |
| Vistra Corp. | VST | 3.04% |
| Howmet Aerospace Inc. | HWM | 2.97% |
| Robinhood Markets, Inc. | HOOD | 2.84% |
| RBC Bearings Incorporated | RBC | 2.73% |
| Targa Resources Corp. | TRGP | 2.66% |
| Talen Energy Corporation | TLN | 2.30% |
| BWX Technologies, Inc. | BWXT | 2.30% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 11, 2024 | $3.47247 | Dec 11, 2024 |
| Dec 10, 2021 | $6.03875 | Dec 10, 2021 |
| Dec 10, 2020 | $4.55646 | Dec 10, 2020 |
| Dec 12, 2019 | $2.138 | Dec 12, 2019 |
| Dec 6, 2018 | $5.41201 | Dec 6, 2018 |
| Dec 6, 2017 | $3.50644 | Dec 6, 2017 |