Columbia Select Mid Cap Growth Fund Institutional Class (CLSPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
28.50
+0.31 (1.10%)
Jun 2, 2025, 4:00 PM EDT
Fund Assets 1.92B
Expense Ratio 0.87%
Min. Investment $2,000
Turnover n/a
Dividend (ttm) 3.53
Dividend Yield 12.53%
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date Dec 11, 2024
Previous Close 28.19
YTD Return 2.73%
1-Year Return 20.13%
5-Year Return 67.91%
52-Week Low 22.14
52-Week High 33.70
Beta (5Y) 1.15
Holdings 67
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 20.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.96%.

Chart

Bar chart with 6 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 2.733 to 20.131.
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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

29.61% of assets
Name Symbol Weight
Spotify Technology S.A. SPOT 3.97%
Howmet Aerospace Inc. HWM 3.40%
Targa Resources Corp. TRGP 3.12%
AppLovin Corporation APP 2.83%
Palantir Technologies Inc. PLTR 2.82%
Ares Management Corporation ARES 2.80%
RBC Bearings Incorporated RBC 2.79%
HubSpot, Inc. HUBS 2.77%
Take-Two Interactive Software, Inc. TTWO 2.64%
Vistra Corp. VST 2.48%
View More Holdings

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
Full Dividend History