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Columbia Select Large Cap Growth Fund (UMLGX)

7.88
+0.07
+(0.90%)
At close: 8:04:02 PM EDT
Loading Chart for UMLGX
  • Previous Close 7.81
  • YTD Return -1.95%
  • Expense Ratio 0.80%
  • Category Large Growth
  • Last Cap Gain 57.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 771.37M
  • Beta (5Y Monthly) 1.20
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • 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 common stocks of U.S. and foreign companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 1000® Growth Index.

Columbia Threadneedle

Fund Family

Large Growth

Fund Category

771.37M

Net Assets

2024-10-02

Inception Date

Performance Overview: UMLGX

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Trailing returns as of 3/31/2025. Category is Large Growth.

YTD Return

UMLGX
1.95%
Category
12.38%
 

1-Year Return

UMLGX
6.54%
Category
41.70%
 

3-Year Return

UMLGX
8.53%
Category
22.56%
 

5-Year Return

UMLGX
12.58%
Category
21.98%
 

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Holdings: UMLGX

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Sector Weightings

SectorUMLGX
Technology   37.69%
Healthcare   14.24%
Industrials   4.91%
Real Estate   2.82%
Utilities   0.00%
Energy   0.00%

Recent News: UMLGX

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Research Reports: UMLGX

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