Columbia Select Large Cap Growth S (UMLAX)
| Fund Assets | 550.80M |
| Expense Ratio | 0.80% |
| Min. Investment | $2,000 |
| Turnover | 39.00% |
| Dividend (ttm) | 0.92 |
| Dividend Yield | 12.03% |
| Dividend Growth | n/a |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 8, 2025 |
| Previous Close | 7.64 |
| YTD Return | 8.50% |
| 1-Year Return | 11.18% |
| 5-Year Return | n/a |
| 52-Week Low | 6.19 |
| 52-Week High | 8.35 |
| Beta (5Y) | n/a |
| Holdings | 34 |
| Inception Date | n/a |
About UMLAX
Columbia Select Large Cap Growth Fund is an actively managed mutual fund focused on achieving long-term capital appreciation. The fund primarily invests in common stocks of large-cap U.S. companies that are considered to have strong growth potential. Employing a concentrated strategy, it typically maintains a focused portfolio of 25–35 holdings, seeking to capitalize on opportunities in leading sectors such as technology, consumer discretionary, and healthcare. No single position generally exceeds a 5% active overweight relative to the fund’s benchmark, reflecting a disciplined risk management approach. Columbia Select Large Cap Growth Fund is overseen by an established management team and employs a fundamental, research-driven process to select companies with robust earnings growth prospects and competitive advantages. The fund is designed for investors seeking exposure to the growth segment of the large-cap equity market, offering diversification among industry leaders poised for long-term expansion.
Performance
UMLAX had a total return of 11.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.98%.
Top 10 Holdings
61.88% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 13.63% |
| Microsoft Corporation | MSFT | 9.92% |
| Amazon.com, Inc. | AMZN | 7.54% |
| Alphabet Inc. | GOOGL | 5.44% |
| Apple Inc. | AAPL | 5.04% |
| Broadcom Inc. | AVGO | 4.75% |
| Meta Platforms, Inc. | META | 4.39% |
| Intuitive Surgical, Inc. | ISRG | 3.78% |
| Eli Lilly and Company | LLY | 3.73% |
| Visa Inc. | V | 3.66% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 8, 2025 | $0.91914 | Dec 8, 2025 |
| Jun 17, 2025 | $1.60253 | Jun 17, 2025 |
| Dec 9, 2024 | $0.72066 | Dec 9, 2024 |