Columbia Select Mid Cap Gro S (CLSDX)

-12.78% (1Y)

Fund Assets	1.50B
Expense Ratio	0.87%
Min. Investment	$0.00
Turnover	174.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 11, 2024

Previous Close	27.93
YTD Return	2.70%
1-Year Return	n/a
5-Year Return	n/a
52-Week Low	22.15
52-Week High	32.32
Beta (5Y)	n/a
Holdings	67
Inception Date	n/a

About CLSDX

The Columbia Select Mid Cap Growth Fund is a mutual fund focused on achieving long-term capital appreciation by investing primarily in mid-sized U.S. companies. Its strategy centers on selecting businesses that demonstrate strong growth prospects, innovation, and durable competitive advantages, often targeting market "niche dominators" and industry innovators. The fund typically invests at least 80% of its net assets in equity securities of mid-capitalization companies, which are large enough to provide financial stability but small enough to offer significant growth opportunities. Actively managed by a dedicated team with expertise in small- and mid-cap investing, the fund employs a rigorous research process that emphasizes intrinsic value, sustainable growth, and high barriers to entry within targeted sectors. Columbia Select Mid Cap Growth Fund plays a key role in the broader financial market by offering investors exposure to a dynamic segment of U.S. equities, seeking to balance growth potential with a degree of risk distinct from both large-cap and small-cap holdings.

• Fund Family: Columbia Threadneedle
• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CLSDX
• Share Class: Class S

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CMGYX	Institutional 3 Class	0.78%
CMGVX	Institutional 2 Class	0.83%
CLSPX	Institutional Class	0.87%
CBSAX	Class A	1.12%

Top 10 Holdings

28.16% of assets

Name	Symbol	Weight
Spotify Technology S.A.	SPOT	3.57%
Cloudflare, Inc.	NET	2.99%
Take-Two Interactive Software, Inc.	TTWO	2.97%
Fair Isaac Corporation	FICO	2.87%
RBC Bearings Incorporated	RBC	2.77%
COLUMBIA SHORT TERM CASH FUND	n/a	2.74%
Targa Resources Corp.	TRGP	2.63%
LPL Financial Holdings Inc.	LPLA	2.58%
XPO, Inc.	XPO	2.52%
HubSpot, Inc.	HUBS	2.52%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2024	$3.5314	Dec 11, 2024