Columbia Select Large Cap Growth Inst (UMLGX)

Fund Assets	507.06M
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	7.91
YTD Return	12.18%
1-Year Return	13.63%
5-Year Return	33.74%
52-Week Low	6.19
52-Week High	8.35
Beta (5Y)	1.20
Holdings	55
Inception Date	Oct 1, 1997

About UMLGX

Columbia Select Large Cap Growth Fund Institutional Class is an open-end mutual fund that focuses on long-term capital appreciation through investments in large-cap U.S. growth companies. The fund primarily targets firms with market capitalizations exceeding $5 billion, seeking those with strong financial profiles and robust earnings growth prospects relative to the broader market. Its concentrated portfolio typically consists of 25 to 35 holdings, each limited to a maximum of 5% of total assets, aiming to provide diversification while uncovering stocks with significant growth potential. The fund employs a strategy designed to identify companies outpacing the overall equity market in earnings and revenue growth, and it carefully manages portfolio risks by avoiding excessive exposure to correlated securities. Columbia Select Large Cap Growth Fund Institutional Class plays a significant role in the market as a vehicle for investors seeking exposure to established, rapidly growing U.S. companies across sectors like information technology, consumer discretionary, and health care, aligning with the characteristics of the large-growth category.

• Fund Family: Columbia Threadneedle
• Category: Large-Cap Growth
• Performance Rating: Below Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: UMLGX
• Share Class: Institutional Class
• Index: Russell 1000 Growth TR

Performance

UMLGX had a total return of 13.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.68%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.46%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.73%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%

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%
UMLAX	Class S	0.76%
ELGAX	Class A	1.01%

Top 10 Holdings

56.20% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	15.63%
Microsoft Corporation	MSFT	7.39%
Alphabet Inc.	GOOGL	5.69%
Apple Inc.	AAPL	5.31%
Broadcom Inc.	AVGO	5.04%
Applied Materials, Inc.	AMAT	3.84%
Eli Lilly and Company	LLY	3.43%
Meta Platforms, Inc.	META	3.34%
Amazon.com, Inc.	AMZN	3.27%
Visa Inc.	V	3.25%

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
Jun 18, 2024	$0.8579	Jun 18, 2024
Dec 13, 2023	$0.58261	Dec 13, 2023
Jun 16, 2023	$0.39734	Jun 16, 2023

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:

Oct 16, 2026

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