Nasdaq - Delayed Quote USD

Columbia Select Large Cap Growth Fund (UMLGX)

8.76
-0.03
(-0.34%)
At close: May 23 at 8:04:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.34%
5y Average Return 11.04%
Number of Years Up 19
Number of Years Down 8
Best 1Y Total Return (May 23, 2025) 47.76%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 47.76%
Worst 3Y Total Return 1.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UMLGX
Category
YTD
-6.76%
12.38%
1-Month
4.23%
5.09%
3-Month
-8.74%
10.28%
1-Year
4.97%
41.70%
3-Year
11.61%
22.56%
5-Year
11.18%
21.98%
10-Year
10.42%
15.99%
Last Bull Market
16.33%
25.99%
Last Bear Market
-23.46%
-17.29%

Annual Total Return (%) History

Year
UMLGX
Category
2025
--
--
2024
16.00%
--
2023
39.35%
--
2022
-32.04%
--
2021
9.23%
--
2020
47.76%
35.86%
2019
37.92%
31.90%
2018
-5.14%
-2.09%

2017
35.42%
27.67%
2016
-8.50%
3.23%
2015
7.82%
3.60%
2014
8.48%
10.00%
2013
44.28%
33.92%
2012
15.31%
15.34%
2011
-3.21%
-2.46%
2010
24.36%
15.53%
2009
45.48%
35.68%
2008
-44.11%
-40.67%
2007
21.30%
13.35%
2006
7.87%
7.05%
2005
12.25%
6.71%
2004
14.73%
7.81%
2003
23.54%
28.66%
2002
-37.34%
-27.64%
2001
-31.91%
-22.30%
2000
-19.73%
-13.05%
1999
47.47%
38.87%
1998
67.04%
34.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.54% -- -- --
2024 8.67% 2.71% -0.22% 4.16%
2023 14.21% 11.19% -5.56% 16.20%
2022 -14.07% -23.46% -4.22% 7.89%
2021 -2.47% 13.83% -2.17% 0.56%
2020 -15.62% 32.06% 15.42% 14.88%
2019 21.38% 4.92% -5.81% 14.98%
2018 5.57% 5.18% 7.42% -20.46%
2017 15.60% 7.33% 3.73% 5.21%
2016 -11.68% 5.26% 7.67% -8.59%

2015 5.66% 2.43% -9.19% 9.70%
2014 -0.10% 1.40% 2.74% 4.24%
2013 11.33% -0.84% 18.89% 9.93%
2012 20.05% -11.57% 9.72% -1.00%
2011 8.96% 2.72% -18.35% 5.90%
2010 5.03% -11.17% 18.82% 12.19%
2009 1.58% 19.07% 12.81% 6.62%
2008 -9.38% 0.18% -15.72% -26.94%
2007 3.11% 3.87% 10.35% 2.63%
2006 3.99% -5.95% 5.79% 4.26%
2005 -5.30% 4.73% 6.77% 6.01%
2004 4.19% 1.82% -4.71% 13.50%
2003 -3.34% 14.51% 3.92% 7.40%
2002 -7.64% -21.97% -18.87% 7.16%
2001 -28.35% 8.85% -26.48% 18.76%
2000 8.52% -5.16% -2.11% -20.32%
1999 20.57% 0.49% -3.76% 26.46%
1998 19.86% 10.22% -9.28% 39.37%

Rank in Category (By Total Return)

YTD 38
1-Month 7
3-Month 23
1-Year 93
3-Year 76
5-Year 87

Load Adjusted Returns

1-Year 4.97%
3-Year 11.61%
5-Year 11.18%
10-Year 10.42%

Performance & Risk

YTD Return 0.34%
5y Average Return 11.04%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Columbia Threadneedle
Net Assets 686.21M
YTD Return -6.76%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 2024

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 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.

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