Columbia Select Large Cap Growth S (UMLAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

7.75

-0.01 (-0.13%)

At close: Aug 26, 2026

1.04% (1Y)

Fund Assets	499.32M
Expense Ratio	0.76%
Min. Investment	$2,000
Turnover	39.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 8, 2025

Previous Close	7.76
YTD Return	9.77%
1-Year Return	13.94%
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.

Fund Family Columbia Threadneedle

Category Large Growth

Performance Rating Below Average

Risk Rating Above Average

Stock Exchange NASDAQ

Ticker Symbol UMLAX

Share Class Class S

Performance

UMLAX had a total return of 13.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.99%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CCWRX	Institutional 3 Class	0.65%
CGTRX	Institutional 2 Class	0.70%
UMLGX	Institutional Class	0.76%
ELGAX	Class A	1.01%

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%

View More Holdings

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

Full Dividend History