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Morningstar

Columbia Select Mid Cap Gro Fd AD CPGRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 28.67  /  +0.07 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 152%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CPGRX

Will CPGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CPGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CPGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia Select Mid Cap Growth Fund to Liquidate R Shares; Ratings Unchanged

null David Carey

David Carey

Analyst Note

On Jan. 8, 2024, Columbia announced it would trim a number of little-used share classes in a move that should simplify investors’ choices going forward. For Columbia Select Mid Cap Growth, the R shares will be liquidated on April 19, 2024; unless investors take action to move to other share classes before that date, those R shares will be automatically exchanged for Class A shares of Columbia Government Money Market Fund IDSXX.

by David Carey
Published on

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Portfolio Holdings CPGRX

More CPGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MongoDB Inc Class A

3.01 45.3 Mil
Technology

Apollo Global Management Inc Class A

2.94 44.2 Mil
Financial Services

Cencora Inc

2.86 43.0 Mil
Healthcare

Domino's Pizza Inc

2.84 42.8 Mil
Consumer Cyclical

XPO Inc

2.77 41.7 Mil
Industrials

CoStar Group Inc

2.69 40.5 Mil
Real Estate

CrowdStrike Holdings Inc Class A

2.65 39.8 Mil
Technology

Fair Isaac Corp

2.58 38.8 Mil
Technology

HubSpot Inc

2.45 36.8 Mil
Technology

Spotify Technology SA

2.33 35.0 Mil
Communication Services