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Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Growth Fund (CBSTX)

20.32
+0.14
+(0.69%)
At close: December 8 at 8:01:09 PM EST

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell Midcap Index. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.

Columbia Select Mid Cap Growth Fund

Boston MA 02111
One Financial Center

Fund Overview

Category Mid-Cap Growth
Fund Family Columbia Threadneedle
Net Assets 1.5B
YTD Return 17.51%
Yield 0.00%
Morningstar Rating
Inception Date Oct 13, 2003

Fund Operations

Last Dividend 0.25
Last Cap Gain 9.00
Holdings Turnover 152.00%
Average for Category --

Fees & Expenses

Expense CBSTX Category Average
Annual Report Expense Ratio (net) 1.87% 1.09%
Prospectus Net Expense Ratio 1.87% --
Prospectus Gross Expense Ratio 1.92% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Wayne M. Collette, Lead Manager since February 10, 2023
Wayne Collette is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Collette is a co-portfolio manager for small-cap growth and small/mid-cap growth portfolios. Mr. Collette joined one of the Columbia Threadneele Investments legacy firms in 2001 where he was an analyst and was promoted to senior portfolio manager in 2006. Previously, Mr. Collette served as an equity research analyst at Neuberger Berman and Schroder Capital Management, covering small- and mid-cap stocks. He has been a member of the investment community since 1996 Mr. Collette receieved a B.A. in political science from Brandeis University and and MBA in finance from Columbia Business School for Columbia University. In addition, he is a member of the CFA Society of Portland and holds the Chartered Financial Analyst designation.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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