Mutual Funds - Profile

Columbia Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

More

Price

  • Last Close
  • $35.06
    -0.4
  • 52 Week HL
  • $36.33 - $25.97
  • Net Assets
  • $2249 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Cadence Design 2.54
Chipotle Mexican 2.43
Etsy, Inc. 2.17
CoStar Group 2.05
Zynga - 2.01
Company Holding
Align Technology 2.00
GoDaddy - 1.96
Take-Two Interactive 1.95
Avery Dennison 1.92
Bio-Techne 1.90
Total 20.93%

Manager

  • Name
  • Matthew A. Litfin
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
16.4 % YTD

  • 3 Year
  • 59.72%
  • 5 Year
  • 102.81%
  • Best
  • 49.66%
    1991
  • Worst
  • -43.9%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CLSPX 16%35%34%-6%24%6%-1%0%0%0%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.6% -19.1% 18.6% 1.2% 7.3% -1.8% 6.6% 1% 9.2% 15.3% -
Q2 10.1% 29% 5.2% 8.7% 4.1% -0.1% 1.5% 2.6% 2.5% -7.7% -
Q3 6.3% 11.6% -3.2% 5.3% 4.8% 4.6% -7.6% -0.4% 9.2% 4.1% -
Q4 3.2% 0.1% 1.1% -16.1% 4.4% -0.4% 5% 4% 7% -1% -

Returns +
M

J F M A M J J A S O N D
2021 0.1% 3.3% -0.8% 5.4% -2.4% 7.1% 2.3% 2.8% 1% 0.2% - -
2020 0.7% -6.5% -14.1% 13.9% 8.6% 4.4% 8.8% 1.8% 0.8% 0.5% 10% -9.4%

Annual Return

Index Comparison

Alpha

NAV