Columbia Select Mid Cap Growth Fund Institutional Class (CLSPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
29.53
-0.04 (-0.14%)
Jun 20, 2025, 4:00 PM EDT
10.35%
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.

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 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.

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

31.73% of assets
Name 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%
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