Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Gro S (CLSDX)

28.19
+0.26
+(0.93%)
At close: May 30 at 8:00:25 PM EDT
Loading Chart for CLSDX
  • Previous Close 27.93
  • YTD Return -7.14%
  • Expense Ratio 0.87%
  • Category Mid-Cap Growth
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 1.5B
  • Beta (5Y Monthly) 1.25
  • Yield --
  • 5y Average Return --
  • Holdings Turnover 174.00%
  • Last Dividend --
  • Inception Date Oct 2, 2024

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 Threadneedle

Fund Family

Mid-Cap Growth

Fund Category

1.5B

Net Assets

2024-10-02

Inception Date

Performance Overview: CLSDX

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Trailing returns as of 5/29/2025. Category is Mid-Cap Growth.

YTD Return

CLSDX
7.14%
Category
10.80%
 

1-Year Return

CLSDX
9.97%
Category
48.17%
 

3-Year Return

CLSDX
10.72%
Category
21.26%
 

5-Year Return

CLSDX
11.10%
Category
20.18%
 

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Holdings: CLSDX

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Sector Weightings

SectorCLSDX
Technology   21.04%
Industrials   15.67%
Healthcare   7.79%
Utilities   4.61%
Energy   3.71%
Real Estate   0.00%

Recent News: CLSDX

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研究報告: CLSDX

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