Columbia Select Mid Cap Growth Fund Class I: (MF: CLSPX)
(NA) As of Sep 19, 2024 08:00 PM ET
$28.23 USD
+0.68 (2.47%)
Zacks MF Rank 4-Sell 4
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Nov 30, 2019
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 32.80 | 11 |
| 3 months | 7.68 | 32 |
| 6 months | 11.40 | 74 |
| 1 Year | 20.00 | 16 |
| 3 Year | 15.58 | 30 |
| 5 Year | 7.42 | 69 |
| 10 Year | 11.41 | 61 |
* Annual for three years and beyond.
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Portfolio Statistics
| %Unrealized Gain YTD | 15.06 |
| % Yield | 0.00 |
| % SEC Yield | |
| Net Assets (Mil $) 11/30/2019 | 688.06 |
| %Turnover 11/30/2019 | 89.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.08 | 1.10 | 1.14 |
| Alpha | -0.22 | -3.72 | -3.05 |
| R Squared | 0.87 | 0.74 | 0.80 |
| Std. Dev. | 14.03 | 15.29 | 15.89 |
| Sharpe | 1.06 | 0.50 | 3.00 |
Sector / Country Weightings
| As of 11/30/2019 | % of Portfolio |
|---|---|
| Technology | 24.13 |
| Services | 15.59 |
| Retail Trade | 12.72 |
| Industrial Cyclical | 12.72 |
| Non-Durable | 11.02 |
| Health | 9.22 |
| Finance | 7.56 |
| Other | 3.53 |
| Consumer Durables | 2.71 |
| Energy | 0.80 |
Portfolio Holdings
| Top Equity Holdings (As of 8/31/2019) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| O' REILLY AUTOMOTIVE INC | 2.54 | 42.05 |
| ASPEN TECHNOLOGY INC | 2.39 | 39.63 |
| BOOZ ALLEN HAMILTON HOLDI | 2.38 | 39.55 |
| TRACTOR SUPPLY CO | 2.31 | 38.28 |
| ANSYS INC | 2.30 | 38.22 |
| TERADYNE INC | 2.25 | 37.26 |
| IDEXX LABORATORIES INC | 2.09 | 34.69 |
| EQUITY LIFESTYLE PROPERTI | 2.05 | 33.94 |
| TORO CO | 2.04 | 33.91 |
Stock Holding % of Net Assets
| As Of | 8/31/2019 |
| Total Issues | 66 |
| Avg. P/E | 29.17 |
| Avg. P/Book | 4.68 |
| Avg. EPS Growth | 17.62 |
| Avg. Market Value (Mil $) | 13,572 |
Allocation
| % of Portfolio | |
| Large Growth | 50.53 |
| Large Value | 0.00 |
| Small Growth | 13.21 |
| Small Value | 0.00 |
| Foreign Stock | 0.00 |
| Emerging Market | 0.00 |
| Precious Metal | 2.44 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 27.94 |