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Columbia Select Mid Cap Growth Fund Class I: (MF: CLSPX)
(NA) As of Sep 19, 2024 08:00 PM ET
$28.23 USD
+0.68 (2.47%)
Zacks MF Rank 4-Sell 4
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Nov 30, 2019
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 32.80 | 11 |
| 3 months | 7.68 | 32 |
| 6 months | 11.40 | 74 |
| 1 Year | 20.00 | 16 |
| 3 Year | 15.58 | 30 |
| 5 Year | 7.42 | 69 |
| 10 Year | 11.41 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 128.14 |
| Bear Market (10/07 - 2/09) | -51.38 |
| Bull Market (2/09 - 10/17) | 345.46 |
Load Adjusted Returns as of Nov 30, 2019
| 1 Year | 2.96 |
| 5 Year | 6.80 |
| 10 Year | 10.69 |
| Since Inception | 10.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2019 | 18.57 | 6.44 | -2.37 | NA |
| 2018 | 1.21 | 6.00 | 5.76 | -16.44 |
| 2017 | 7.34 | 4.08 | 4.75 | 4.99 |
| 2016 | -1.80 | -0.07 | 4.62 | -0.51 |
| 2015 | 6.60 | 1.46 | -7.57 | -8.86 |
| 2014 | 0.94 | 2.59 | -0.42 | 3.98 |
Annual Return
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 32.80 | -5.17 | 22.88 | 2.12 | -8.89 | 7.23 | 31.19 | 11.04 | -4.40 | 29.83 | 43.89 |
| % Total Return Rel to Index | 5.15 | -0.78 | 1.09 | -9.81 | -10.28 | -6.40 | -1.18 | -4.94 | -6.50 | 14.77 | 17.47 |
| % Total Return Rel to Peer | 7.41 | 1.68 | 2.20 | -5.69 | -7.29 | -0.96 | 0.49 | -3.23 | -1.37 | 13.03 | 12.06 |
| % Perf Quintile vs Peer* | 1.00 | 3.00 | 3.00 | 5.00 | 5.00 | 4.00 | 4.00 | 5.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 1.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 |
| Capital Gains ($) | 0.00 | 5.46 | 3.57 | 1.54 | 0.00 | 5.04 | 3.12 | 0.77 | 0.82 | 0.00 | 0.00 |
| Expense Ratio | 0.92 | 0.91 | 0.94 | 0.94 | 0.94 | 0.94 | 0.96 | 0.97 | 0.95 | 0.98 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%