Columbia Select Mid Cap Gro Fd I (CLSPX)
| Fund Assets | 1.84B |
| Expense Ratio | 0.87% |
| Min. Investment | $2,000 |
| Turnover | 174.00% |
| Dividend (ttm) | 3.53 |
| Dividend Yield | 11.12% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 31.76 |
| YTD Return | 16.62% |
| 1-Year Return | 33.72% |
| 5-Year Return | 70.02% |
| 52-Week Low | 22.14 |
| 52-Week High | 33.70 |
| Beta (5Y) | 1.15 |
| Holdings | 70 |
| Inception Date | Nov 20, 1985 |
About CLSPX
Columbia Select Mid Cap Growth Fund Institutional Class is an actively managed mutual fund focused on U.S. mid-cap companies with strong growth prospects. The fund primarily invests in common stocks of businesses that are believed to offer the potential for above-average long-term earnings growth. Its portfolio typically features firms from a variety of sectors, including technology, financial services, communication services, consumer cyclicals, industrials, and energy, reflecting a diversified approach to mid-cap growth opportunities. This fund is designed for institutional investors and seeks to capture the growth potential of midsized U.S. companies—those generally considered to fall within the middle 20% of the U.S. equity market by market capitalization. It employs a growth-oriented strategy, favoring companies with high rates of earnings and revenue growth, as well as strong fundamentals and competitive market positions. The Columbia Select Mid Cap Growth Fund Institutional Class plays a significant role within the broader mutual fund landscape, offering exposure to companies that can drive economic expansion while providing diversification benefits between large and small-cap equities.
Performance
CLSPX had a total return of 33.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.25%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
29.64% of assets| Name | Symbol | Weight |
|---|---|---|
| Spotify Technology S.A. | SPOT | 4.16% |
| Vertiv Holdings Co | VRT | 3.41% |
| Columbia Short-Term Cash | n/a | 3.23% |
| Vistra Corp. | VST | 3.04% |
| Howmet Aerospace Inc. | HWM | 2.97% |
| Robinhood Markets, Inc. | HOOD | 2.84% |
| RBC Bearings Incorporated | RBC | 2.73% |
| Targa Resources Corp. | TRGP | 2.66% |
| Talen Energy Corporation | TLN | 2.30% |
| BWX Technologies, Inc. | BWXT | 2.30% |
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 |