Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Gro Fd I (CLSPX)

28.19
+0.26
+(0.93%)
At close: May 30 at 8:04:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.79%
5y Average Return 10.87%
Number of Years Up 32
Number of Years Down 7
Best 1Y Total Return (May 29, 2025) 35.24%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 35.24%
Worst 3Y Total Return 0.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLSPX
Category
YTD
-7.11%
10.80%
1-Month
3.32%
4.43%
3-Month
-12.88%
7.00%
1-Year
10.01%
48.17%
3-Year
10.74%
21.26%
5-Year
11.10%
20.18%
10-Year
9.48%
14.07%
Last Bull Market
27.39%
27.14%
Last Bear Market
-22.90%
-21.26%

Annual Total Return (%) History

Year
CLSPX
Category
2025
--
--
2024
23.71%
--
2023
25.25%
--
2022
-31.25%
--
2021
16.49%
--
2020
35.24%
39.26%
2019
35.16%
32.52%
2018
-5.18%
-6.65%

2017
22.89%
23.91%
2016
2.13%
6.03%
2015
5.27%
-0.95%
2014
7.24%
7.00%
2013
31.20%
34.93%
2012
11.03%
14.07%
2011
-4.41%
-3.96%
2010
29.84%
24.61%
2009
43.90%
39.11%
2008
-43.98%
-43.77%
2007
20.06%
15.09%
2006
11.93%
9.00%
2005
16.36%
9.84%
2004
7.31%
13.23%
2003
30.43%
35.96%
2002
-24.54%
-27.24%
2001
-20.98%
-19.98%
2000
13.84%
-4.78%
1999
36.33%
60.49%
1998
16.64%
18.76%
1997
12.64%
17.98%
1996
13.01%
18.11%
1995
29.32%
34.57%
1994
2.26%
-1.85%
1993
21.55%
13.88%
1992
13.70%
7.07%
1991
50.46%
49.71%
1990
-12.37%
-5.37%
1989
31.88%
29.88%
1988
42.41%
13.53%
1987
3.00%
1.89%
1986
15.58%
14.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.09% -- -- --
2024 11.55% -3.68% 6.37% 8.25%
2023 11.19% 8.11% -7.21% 12.29%
2022 -15.87% -22.90% 1.55% 4.37%
2021 2.56% 10.09% -1.12% 4.34%
2020 -19.14% 29.04% 11.64% 16.09%
2019 18.58% 6.45% -2.38% 9.69%
2018 1.22% 6.00% 5.77% -16.45%
2017 7.34% 4.09% 4.75% 5.00%
2016 -1.81% -0.08% 4.62% -0.51%

2015 6.60% 1.46% -7.58% 5.30%
2014 0.95% 2.60% -0.43% 3.99%
2013 9.17% 1.45% 10.73% 6.98%
2012 15.29% -6.93% 4.57% -1.05%
2011 9.31% 2.06% -21.24% 8.79%
2010 7.75% -9.55% 16.46% 14.39%
2009 -2.24% 15.85% 19.13% 6.65%
2008 -11.91% 9.95% -20.49% -27.25%
2007 4.78% 7.03% 5.39% 1.59%
2006 10.68% -5.02% -0.76% 7.28%
2005 -2.61% 4.07% 9.68% 4.68%
2004 0.98% -1.28% -7.07% 15.84%
2003 -1.62% 16.08% 1.84% 12.15%
2002 -2.24% -10.75% -13.80% 0.34%
2001 -20.28% 5.79% -19.39% 16.23%
2000 28.60% -5.25% 7.18% -12.84%
1999 -7.58% 10.77% -3.10% 37.43%
1998 10.12% -1.34% -12.81% 23.15%
1997 -4.13% 12.09% 10.41% -5.05%
1996 6.20% 5.40% -0.58% 1.55%
1995 5.14% 7.94% 11.13% 2.55%
1994 0.41% -3.93% 6.06% -0.05%
1993 2.66% 5.65% 8.34% 3.44%
1992 4.70% -8.65% -0.66% 19.67%
1991 24.34% -0.60% 9.68% 10.99%
1990 1.44% 6.26% -29.27% 14.93%
1989 10.51% 8.31% 11.59% -1.26%
1988 16.52% 10.19% 5.55% 5.08%
1987 30.03% 4.96% 5.22% -28.27%
1986 22.53% 13.38% -15.86% -1.13%

Rank in Category (By Total Return)

YTD 49
1-Month 18
3-Month 69
1-Year 20
3-Year 11
5-Year 30

Load Adjusted Returns

1-Year 10.01%
3-Year 10.74%
5-Year 11.10%
10-Year 9.48%

Performance & Risk

YTD Return 1.79%
5y Average Return 10.87%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Columbia Threadneedle
Net Assets 1.5B
YTD Return -7.11%
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 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.

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