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

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • WFA MF Advisory Updated 6.1.23
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • Matrix Financial Solutions
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • WFA Fdntl Choice/PIM Updated 6.1.23
  • DailyAccess Corporation Matrix
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Mid Atlantic Clearing and Settlement

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.

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

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

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