Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Gro Fd R (CMGRX)

20.28
-0.25
(-1.22%)
At close: April 19 at 8:00:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.00%
5y Average Return 8.60%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 19, 2024) 34.51%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 34.51%
Worst 3Y Total Return -0.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMGRX
Category
YTD
11.38%
10.80%
1-Month
2.19%
4.43%
3-Month
11.38%
7.00%
1-Year
25.03%
48.17%
3-Year
2.42%
21.26%
5-Year
10.96%
20.18%
10-Year
9.98%
14.07%
Last Bull Market
36.60%
27.14%
Last Bear Market
-22.99%
-21.26%

Annual Total Return (%) History

Year
CMGRX
Category
2024
--
--
2023
24.62%
--
2022
-31.57%
--
2021
15.92%
--
2020
34.51%
39.26%
2019
34.51%
32.52%
2018
-5.66%
-6.65%
2017
22.30%
23.91%

2016
1.63%
6.03%
2015
4.71%
-0.95%
2014
6.72%
7.00%
2013
--
34.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.38% -- -- --
2023 11.01% 7.98% -7.29% 12.13%
2022 -15.98% -22.99% 1.41% 4.29%
2021 2.47% 9.94% -1.24% 4.19%
2020 -19.29% 28.93% 11.50% 15.92%
2019 18.42% 6.31% -2.50% 9.60%
2018 1.06% 5.87% 5.66% -16.55%
2017 7.22% 3.96% 4.63% 4.87%
2016 -1.92% -0.21% 4.48% -0.61%
2015 6.46% 1.36% -7.74% 5.18%

2014 0.84% 2.49% -0.58% 3.87%
2013 1.34% 10.56% 6.86% --

Rank in Category (By Total Return)

YTD 26
1-Month 70
3-Month 26
1-Year 37
3-Year 49
5-Year 51

Load Adjusted Returns

1-Year 25.03%
3-Year 2.42%
5-Year 10.96%
10-Year 9.98%

Performance & Risk

YTD Return 3.00%
5y Average Return 8.60%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Columbia Threadneedle
Net Assets 1.52B
YTD Return 11.38%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2002

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.

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