Columbia Select Mid Cap Growth Fund Institutional Class (CLSPX)
Fund Assets | 1.92B |
Expense Ratio | 0.87% |
Min. Investment | $2,000 |
Turnover | n/a |
Dividend (ttm) | 3.53 |
Dividend Yield | 11.96% |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | Dec 11, 2024 |
Previous Close | 29.57 |
YTD Return | 7.62% |
1-Year Return | 23.63% |
5-Year Return | 72.49% |
52-Week Low | 22.14 |
52-Week High | 33.70 |
Beta (5Y) | 1.15 |
Holdings | 66 |
Inception Date | Nov 20, 1985 |
About CLSPX
The Fund's investment strategy focuses on Mid-Cap with 0.9% total expense ratio. The minimum amount to invest in Columbia Funds Series Trust I: Columbia Mid Cap Growth Fund; Institutional Class Shares is $2,000 on a standard taxable account. Columbia Funds Series Trust I: Columbia Mid Cap Growth Fund; Institutional Class Shares seeks significant capital appreciation by investing, under normal market conditions, at least 80% of its net assets in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Russell Midcap Index.
Performance
CLSPX had a total return of 23.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.07%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
31.73% of assetsName | Symbol | Weight |
---|---|---|
Spotify Technology S.A. | SPOT | 3.91% |
Vertiv Holdings Co | VRT | 3.81% |
Howmet Aerospace Inc. | HWM | 3.57% |
Vistra Corp. | VST | 3.25% |
AppLovin Corporation | APP | 3.24% |
Robinhood Markets, Inc. | HOOD | 3.14% |
RBC Bearings Incorporated | RBC | 2.82% |
Snowflake Inc. | SNOW | 2.78% |
Targa Resources Corp. | TRGP | 2.62% |
Cloudflare, Inc. | NET | 2.60% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
Dec 11, 2024 | $3.5314 | Dec 11, 2024 |
Dec 10, 2021 | $6.0895 | Dec 10, 2021 |
Dec 10, 2020 | $4.6215 | Dec 10, 2020 |
Dec 12, 2019 | $2.138 | Dec 12, 2019 |
Dec 6, 2018 | $5.45822 | Dec 6, 2018 |
Dec 6, 2017 | $3.57406 | Dec 6, 2017 |