Nasdaq USD

Columbia Select Mid Cap Gro Fd I3 (CMGYX)

32.57 +0.62 (+1.94%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 24.87%
5y Average Return 12.04%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Nov 15, 2024) 35.40%
Worst 1Y Total Return (Nov 15, 2024) --
Best 3Y Total Return 35.40%
Worst 3Y Total Return 0.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMGYX
Category
YTD
15.81%
10.80%
1-Month
1.31%
4.43%
3-Month
6.72%
7.00%
1-Year
37.80%
48.17%
3-Year
-1.34%
21.26%
5-Year
11.03%
20.18%
10-Year
10.56%
14.07%
Last Bull Market
32.74%
27.14%
Last Bear Market
-22.85%
-21.26%

Annual Total Return (%) History

Year
CMGYX
Category
2024
--
--
2023
25.41%
--
2022
-31.17%
--
2021
16.57%
--
2020
35.40%
39.26%
2019
35.27%
32.52%
2018
-5.05%
-6.65%
2017
23.13%
23.91%

2016
2.28%
6.03%
2015
5.50%
-0.95%
2014
7.40%
7.00%
2013
31.43%
34.93%
2012
11.19%
14.07%
2011
-4.37%
-3.96%
2010
29.97%
24.61%
2009
--
39.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.55% -3.64% 6.34% --
2023 11.22% 8.13% -7.19% 12.36%
2022 -15.86% -22.85% 1.52% 4.44%
2021 2.59% 10.07% -1.07% 4.36%
2020 -19.13% 29.11% 11.68% 16.12%
2019 18.57% 6.46% -2.31% 9.70%
2018 1.21% 6.03% 5.82% -16.39%
2017 7.41% 4.13% 4.79% 5.05%
2016 -1.76% -0.04% 4.67% -0.50%
2015 6.65% 1.55% -7.54% 5.35%

2014 1.01% 2.65% -0.39% 4.00%
2013 9.19% 1.51% 10.77% 7.04%
2012 15.36% -6.92% 4.61% -1.01%
2011 9.31% 2.06% -21.20% 8.78%
2010 7.76% -9.51% 16.57% 14.34%
2009 6.67% -- -- --

Rank in Category (By Total Return)

YTD 22
1-Month 17
3-Month 16
1-Year 28
3-Year 47
5-Year 32

Load Adjusted Returns

1-Year 37.80%
3-Year -1.34%
5-Year 11.03%
10-Year 10.56%

Performance & Risk

YTD Return 24.87%
5y Average Return 12.04%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Columbia Threadneedle
Net Assets 1.6B
YTD Return 15.81%
Yield 0.00%
Morningstar Rating
Inception Date Mar 07, 2011

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.

Related Tickers

LFMGX Lord Abbett Micro Cap Growth F
21.43
+2.88%
 
LMIYX Lord Abbett Micro Cap Growth I
21.42
+2.83%
 
LCMGX Lord Abbett Micro Cap Growth Fund
20.53
+2.80%
 
LAMGX Lord Abbett Micro Cap Growth A
17.31
+2.79%
 
LGLAX Lord Abbett Growth Leaders Fund
47.30
+2.65%
 
LGLFX Lord Abbett Growth Leaders Fund
49.28
+2.65%
 
DVSMX Driehaus Small Cap Growth Investor
24.63
+2.62%
 
LGLIX Lord Abbett Growth Leaders Fund
49.72
+2.62%
 
DNSMX Driehaus Small Cap Growth Institutional
25.16
+2.61%
 
FGPMX Franklin Gold and Precious Metals R6
23.39
+2.36%
 
FGADX Franklin Gold and Precious Metals Adv
23.03
+2.36%
 
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
48.55
+2.32%
 
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
47.26
+2.32%
 
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
48.23
+2.31%
 
FTXCX FullerThaler Behavioral Sm-Cp Gr C
45.64
+2.31%
 
FTXAX FullerThaler Behavioral Sm-Cp Gr A
47.11
+2.30%
 
NEAIX Needham Aggressive Growth Institutional
48.45
+2.19%
 
FTRNX Fidelity Trend
210.61
+2.19%
 
NEAGX Needham Aggressive Growth Retail
45.91
+2.18%
 
ALGRX Alger Focus Equity I
79.13
+2.17%
 
ALCFX Alger Focus Equity C
70.34
+2.16%
 
ALGYX Alger Focus Equity Y
82.15
+2.16%
 
ALAFX Alger Focus Equity A
78.47
+2.16%
 
ALZFX Alger Focus Equity Z
81.83
+2.16%
 
SGGDX First Eagle Gold A
28.78
+2.13%
 
FEGOX First Eagle Gold C
25.91
+2.13%
 
FEGIX First Eagle Gold I
29.81
+2.12%
 
FEURX First Eagle Gold R6
29.91
+2.12%
 
INIIX VanEck International Investors Gold I
16.75
+2.07%
 
RYPMX Rydex Precious Metals Inv
42.00
+1.99%
 
BIPIX ProFunds Biotechnology UltraSector Fund
62.06
+1.95%
 
CLSDX Columbia Select Mid Cap Gro S
31.89
+1.95%
 
CMGVX Columbia Select Mid Cap Gro Fd I2
32.46
+1.95%
 
ACFDX American Century Focused Dynamic Gr A
66.52
+1.92%
 
ACFOX American Century Focused Dynamic Gr Inv
68.24
+1.91%
 
ACFSX American Century Focused Dynamic Gr I
69.52
+1.91%
 
BGLTX Baillie Gifford Long Term Global Growth Fund
33.60
+1.83%
 
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
27.84
+1.79%
 
FGROX Emerald Growth Institutional
28.25
+1.77%
 
PGKCX PGIM Jennison Technology C
26.00
+1.76%
 
INPSX ProFunds Internet UltraSector Svc
33.67
+1.75%
 
INPIX ProFunds Internet UltraSector Inv
52.84
+1.75%
 
PGKRX PGIM Jennison Technology R6
27.89
+1.75%
 
PGKAX PGIM Jennison Technology A
27.36
+1.75%
 
BSCUX Baron Small Cap R6
38.58
+1.74%
 
BSFIX Baron Small Cap Instl
38.59
+1.71%
 
MXXIX Marsico Midcap Growth Focus Fund
53.45
+1.71%
 
BSCFX Baron Small Cap Retail
35.64
+1.71%
 
BGSRX BlackRock Technology Opportunities Fund
68.17
+1.70%
 
BSTSX BlackRock Technology Opportunities Svc
70.01
+1.70%
 
BGSCX BlackRock Technology Opportunities Fund
53.87
+1.70%
 
BGSIX BlackRock Technology Opportunities Fund
75.46
+1.70%
 
BGSAX BlackRock Technology Opportunities Fund
68.30
+1.70%
 
BTEKX BlackRock Technology Opportunities K
75.69
+1.69%
 
FSELX Fidelity Select Semiconductors
34.26
+1.69%
 
UPDDX Upright Growth & Income
18.95
+1.66%
 
NEEIX Needham Growth Institutional
63.61
+1.66%
 
OEGIX Invesco Discovery Mid Cap Growth R6
37.40
+1.60%
 
DMCFX Invesco Discovery Mid Cap Growth Fund
31.19
+1.60%
 
OEGAX Invesco Discovery Mid Cap Growth A
30.57
+1.60%
 
NPSGX Nicholas Partners Small Cap Gr Instl
17.23
+1.59%
 
OEGYX Invesco Discovery Mid Cap Growth Y
36.40
+1.59%
 
FSPTX Fidelity Select Technology
37.92
+1.58%
 
OEGNX Invesco Discovery Mid Cap Growth R
27.23
+1.57%
 
FELTX Fidelity Advisor Semiconductors M
79.14
+1.57%
 
FIKGX Fidelity Advisor Semiconductors Z
92.21
+1.56%
 
FELCX Fidelity Advisor Semiconductors C
67.61
+1.56%
 
TEGIX Touchstone Mid Cap Growth Inst
43.65
+1.56%
 
FELIX Fidelity Advisor Semiconductors I
91.95
+1.56%
 
VFPIX Private Capital Management Value Fund
20.22
+1.56%
 
BIOIX Baron Opportunity Fund
50.92
+1.56%
 
FELAX Fidelity Advisor Semiconductors A
84.89
+1.56%
 
BIOUX Baron Opportunity Fund
50.97
+1.55%
 
BIOPX Baron Opportunity Fund
47.71
+1.55%
 
TFGRX Touchstone Mid Cap Growth R6
43.83
+1.55%
 
TEGAX Touchstone Mid Cap Growth A
39.93
+1.55%
 
FADTX Fidelity Advisor Technology A
126.41
+1.54%
 
TEGYX Touchstone Mid Cap Growth Y
42.81
+1.54%
 
FATIX Fidelity Advisor Technology Fund
142.92
+1.54%
 
FIKHX Fidelity Advisor Technology Z
143.03
+1.54%
 
FATEX Fidelity Advisor Technology Fund
114.70
+1.54%
 
MISMX Matthews EM Sm Coms Instl
24.51
+1.53%
 
FTHCX Fidelity Advisor Technology C
92.22
+1.53%
 
CHHRX Columbia Small Cap Growth Adv
31.35
+1.52%
 
WISGX Segall Bryant & Hamill Small Cap GrInstl
22.70
+1.52%
 
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
22.04
+1.52%
 
PVIVX Paradigm Micro-Cap
56.97
+1.51%
 
CSGYX Columbia Small Cap Growth Inst3
30.19
+1.51%
 
CGOAX Columbia Small Cap Growth A
26.30
+1.51%
 
CMSCX Columbia Small Cap Growth Inst
29.07
+1.50%
 
MSMLX Matthews EM Sm Coms Inv
24.49
+1.49%
 
CCRIX Columbia Small Cap Growth Fund
25.26
+1.49%
 
CGOCX Columbia Small Cap Growth C
18.45
+1.49%
 
ATHGX American Century Heritage R5
31.57
+1.48%
 
QSMRX AQR Small Cap Momentum Style R6
24.10
+1.47%
 
CSCRX Columbia Small Cap Growth Inst2
29.66
+1.47%
 
ASMOX AQR Small Cap Momentum Style I
24.21
+1.47%
 
ASMNX AQR Small Cap Momentum Style N
24.22
+1.47%
 
CMSHX Columbia Small Cap Growth S
29.07
+1.47%