Columbia Select Mid Cap Gro Fd I2 (CMGVX)

Fund Assets	2.18B
Expense Ratio	0.83%
Min. Investment	$2,000
Turnover	200.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 10, 2025

Previous Close	33.99
YTD Return	16.82%
1-Year Return	17.44%
5-Year Return	47.84%
52-Week Low	26.73
52-Week High	35.43
Beta (5Y)	1.01
Holdings	66
Inception Date	Mar 7, 2011

About CMGVX

Columbia Select Mid Cap Growth Fund Institutional 2 Class is an open-end mutual fund focused on achieving significant capital appreciation by investing primarily in U.S.-based mid-sized companies with strong growth prospects. The fund typically maintains at least 80% of its net assets in mid-cap equities, targeting firms that are considered innovators or dominant players within their industries. This strategy aims to capture opportunities in companies large enough to offer relative stability but still agile enough for substantial growth potential. The fund’s portfolio is diversified across sectors such as technology, financial services, consumer cyclical, and industrials, reflecting its emphasis on businesses with sustainable growth drivers and high barriers to entry. Managed by Columbia Threadneedle Investments, the fund leverages in-depth research and a disciplined, multi-step investment process specialized in the small- and mid-cap segment. By focusing on intrinsic business value and market dynamics, the Columbia Select Mid Cap Growth Fund Institutional 2 Class plays a distinct role in providing exposure to the growth engine of the U.S. equity market within the mid-cap universe.

• Fund Family: Columbia Threadneedle
• Category: Mid-Cap Growth
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CMGVX
• Share Class: Institutional 2 Class
• Index: Russell MidCap Growth TR

Performance

CMGVX had a total return of 17.44% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.41%.

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%
CLSDX	Class S	0.87%
CLSPX	Institutional Class	0.87%
CBSAX	Class A	1.12%

Top 10 Holdings

30.02% of assets

Name	Symbol	Weight
Snowflake Inc.	SNOW	4.44%
Take-Two Interactive Software, Inc.	TTWO	4.32%
Columbia Short-Term Cash	n/a	3.44%
Datadog, Inc.	DDOG	3.33%
Hut 8 Corp.	HUT	2.56%
Phillips 66	PSX	2.52%
Lattice Semiconductor Corporation	LSCC	2.39%
Howmet Aerospace Inc.	HWM	2.35%
Monolithic Power Systems, Inc.	MPWR	2.35%
Cloudflare, Inc.	NET	2.32%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2025	$3.39995	Dec 10, 2025
Dec 11, 2024	$3.54555	Dec 11, 2024
Dec 10, 2021	$6.09762	Dec 10, 2021
Dec 10, 2020	$4.63451	Dec 10, 2020
Dec 12, 2019	$2.138	Dec 12, 2019
Dec 6, 2018	$5.473	Dec 6, 2018

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 21, 2026

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