Columbia Select Mid Cap Growth Fund Class A (CBSAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
25.77
+0.07 (0.27%)
At close: Dec 24, 2025
2.14%
Fund Assets1.84B
Expense Ratio1.12%
Min. Investment$2,000
Turnover200.00%
Dividend (ttm)3.32
Dividend Yield12.85%
Dividend Growth-4.31%
Payout Frequencyn/a
Ex-Dividend DateDec 10, 2025
Previous Close25.70
YTD Return10.53%
1-Year Return9.04%
5-Year Return31.30%
52-Week Low17.77
52-Week High26.99
Beta (5Y)n/a
Holdings71
Inception DateNov 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.

Fund Family Columbia Threadneedle
Category Mid-Cap Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CBSAX
Share Class Class A
Index Russell MidCap Growth TR

Performance

CBSAX had a total return of 9.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.52%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VMGRXVanguardVanguard Mid-Cap Growth Fund Investor Shares0.33%
FMDGXFidelityFidelity Mid Cap Growth Index Fund0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
CMGYXInstitutional 3 Class0.78%
CMGVXInstitutional 2 Class0.83%
CLSDXClass S0.87%
CLSPXInstitutional Class0.87%

Top 10 Holdings

27.50% of assets
NameSymbolWeight
Vertiv Holdings CoVRT3.28%
Howmet Aerospace Inc.HWM3.03%
Carpenter Technology CorporationCRS2.91%
Take-Two Interactive Software, Inc.TTWO2.86%
Spotify Technology S.A.SPOT2.78%
Datadog, Inc.DDOG2.62%
Robinhood Markets, Inc.HOOD2.60%
Roblox CorporationRBLX2.53%
RBC Bearings IncorporatedRBC2.47%
SharkNinja, Inc.SN2.42%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 10, 2025$3.32268Dec 10, 2025
Dec 11, 2024$3.47247Dec 11, 2024
Dec 10, 2021$6.03875Dec 10, 2021
Dec 10, 2020$4.55646Dec 10, 2020
Dec 12, 2019$2.138Dec 12, 2019
Dec 6, 2018$5.41201Dec 6, 2018
Full Dividend History