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	13.93%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 11, 2024

Previous Close	25.19
YTD Return	-7.62%
1-Year Return	7.42%
5-Year Return	73.63%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	1.16
Holdings	65
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.

• Fund Family: Columbia Class I
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: CLSPX
• Share Class: Institutional Class
• Index: Russell MidCap Growth TR

Performance

CLSPX had a total return of 7.42% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.69%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VMGRX	Vanguard	Vanguard Mid-Cap Growth Fund Investor Shares	0.33%
FMDGX	Fidelity	Fidelity Mid Cap Growth Index Fund	0.05%

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%
CLSDX	Class S	0.87%
CBSAX	Class A	1.12%

Top 10 Holdings

29.40% of assets

Name	Symbol	Weight
Spotify Technology S.A.	SPOT	3.64%
Fair Isaac Corporation	FICO	3.58%
Ares Management Corporation	ARES	3.18%
Targa Resources Corp.	TRGP	3.11%
Howmet Aerospace Inc.	HWM	2.79%
RBC Bearings Incorporated	RBC	2.79%
Cloudflare, Inc.	NET	2.70%
AppLovin Corporation	APP	2.61%
Hilton Worldwide Holdings Inc.	HLT	2.52%
XPO, Inc.	XPO	2.48%

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