Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Gro Fd I2 (CMGVX)

28.95
+0.33
+(1.15%)
At close: 8:04:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.25%
5y Average Return 12.76%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 35.31%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 35.31%
Worst 3Y Total Return 0.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMGVX
Category
YTD
-7.11%
10.80%
1-Month
3.34%
4.43%
3-Month
-12.90%
7.00%
1-Year
10.03%
48.17%
3-Year
10.78%
21.26%
5-Year
11.16%
20.18%
10-Year
9.56%
14.07%
Last Bull Market
27.39%
27.14%
Last Bear Market
-22.85%
-21.26%

Annual Total Return (%) History

Year
CMGVX
Category
2025
--
--
2024
23.79%
--
2023
25.32%
--
2022
-31.22%
--
2021
16.53%
--
2020
35.31%
39.26%
2019
35.24%
32.52%
2018
-5.09%
-6.65%

2017
23.03%
23.91%
2016
2.23%
6.03%
2015
5.37%
-0.95%
2014
7.40%
7.00%
2013
31.33%
34.93%
2012
11.22%
14.07%
2011
--
-3.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.11% -- -- --
2024 11.55% -3.65% 6.36% 8.29%
2023 11.25% 8.11% -7.21% 12.30%
2022 -15.88% -22.85% 1.52% 4.40%
2021 2.56% 10.08% -1.08% 4.33%
2020 -19.15% 29.09% 11.65% 16.11%
2019 18.58% 6.46% -2.35% 9.71%
2018 1.24% 6.03% 5.75% -16.39%
2017 7.38% 4.14% 4.79% 5.00%
2016 -1.76% -0.08% 4.63% -0.48%

2015 6.61% 1.52% -7.57% 5.33%
2014 1.01% 2.62% -0.39% 4.03%
2013 9.18% 1.51% 10.72% 7.02%
2012 15.39% -6.88% 4.60% -1.05%
2011 2.10% -21.20% 8.82% --

Rank in Category (By Total Return)

YTD 49
1-Month 18
3-Month 69
1-Year 20
3-Year 11
5-Year 29

Load Adjusted Returns

1-Year 10.03%
3-Year 10.78%
5-Year 11.16%
10-Year 9.56%

Performance & Risk

YTD Return 2.25%
5y Average Return 12.76%
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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