Columbia Select Mid Cap Gro Fd I (CLSPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
28.92
-0.16 (-0.55%)
At close: Dec 23, 2025
3.36%
Fund Assets1.84B
Expense Ratio0.87%
Min. Investment$2,000
Turnover200.00%
Dividend (ttm)3.39
Dividend Yield11.66%
Dividend Growth-4.02%
Payout Frequencyn/a
Ex-Dividend DateDec 10, 2025
Previous Close29.08
YTD Return17.85%
1-Year Return15.58%
5-Year Return43.97%
52-Week Low19.80
52-Week High30.12
Beta (5Y)1.24
Holdings71
Inception DateNov 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.

Fund Family Columbia Threadneedle
Category Mid-Cap Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CLSPX
Share Class Institutional Class
Index Russell MidCap Growth TR

Performance

CLSPX had a total return of 15.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 24.79%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
VMGRXVanguardVanguard Mid-Cap Growth Fund Investor Shares0.33%
FMDGXFidelityFidelity Mid Cap Growth Index Fund0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
CMGYXInstitutional 3 Class0.78%
CMGVXInstitutional 2 Class0.83%
CLSDXClass S0.87%
CBSAXClass A1.12%

Top 10 Holdings

27.50% of assets
NameSymbolWeight
Vertiv Holdings CoVRT3.28%
Howmet Aerospace Inc.HWM3.03%
Carpenter Technology CorporationCRS2.91%
Take-Two Interactive Software, Inc.TTWO2.86%
Spotify Technology S.A.SPOT2.78%
Datadog, Inc.DDOG2.62%
Robinhood Markets, Inc.HOOD2.60%
Roblox CorporationRBLX2.53%
RBC Bearings IncorporatedRBC2.47%
SharkNinja, Inc.SN2.42%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 10, 2025$3.38929Dec 10, 2025
Dec 11, 2024$3.5314Dec 11, 2024
Dec 10, 2021$6.0895Dec 10, 2021
Dec 10, 2020$4.6215Dec 10, 2020
Dec 12, 2019$2.138Dec 12, 2019
Dec 6, 2018$5.45822Dec 6, 2018
Full Dividend History