Columbia Select Mid Cap Gro S (CLSDX)
| Fund Assets | 1.84B |
| Expense Ratio | 0.87% |
| Min. Investment | $0.00 |
| Turnover | 200.00% |
| Dividend (ttm) | 3.39 |
| Dividend Yield | 11.65% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 10, 2025 |
| Previous Close | 29.08 |
| YTD Return | 16.41% |
| 1-Year Return | 14.17% |
| 5-Year Return | n/a |
| 52-Week Low | 19.81 |
| 52-Week High | 30.12 |
| Beta (5Y) | n/a |
| Holdings | 68 |
| 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.
Performance
CLSDX had a total return of 14.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 46.55%.
Top 10 Holdings
26.34% of assets| Name | Symbol | Weight |
|---|---|---|
| Spotify Technology S.A. | SPOT | 3.23% |
| Vistra Corp. | VST | 2.90% |
| RBC Bearings Incorporated | RBC | 2.68% |
| Talen Energy Corporation | TLN | 2.67% |
| Vertiv Holdings Co | VRT | 2.57% |
| Roblox Corporation | RBLX | 2.53% |
| Targa Resources Corp. | TRGP | 2.48% |
| Cloudflare, Inc. | NET | 2.46% |
| Howmet Aerospace Inc. | HWM | 2.44% |
| Datadog, Inc. | DDOG | 2.38% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 10, 2025 | $3.38663 | Dec 10, 2025 |
| Dec 11, 2024 | $3.5314 | Dec 11, 2024 |