Columbia Select Large Cap Growth Fund Institutional Class
UMLGX
NASDAQ
| Weiss Ratings | UMLGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | UMLGX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Thomas M. Galvin (22), Richard A. Carter (16), Todd D. Herget (16) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | UMLGX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Select Large Cap Growth Fund Institutional Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Oct 01, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | UMLGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | UMLGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.38% | |||
| Asset Allocation | UMLGX-NASDAQ | Click to Compare |
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| Cash | 0.17% | |||
| Stock | 99.83% | |||
| U.S. Stock | 95.27% | |||
| Non-U.S. Stock | 4.56% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | UMLGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.18% | |||
| 30-Day Total Return | 4.37% | |||
| 60-Day Total Return | 11.98% | |||
| 90-Day Total Return | 23.81% | |||
| Year to Date Total Return | 7.36% | |||
| 1-Year Total Return | 10.36% | |||
| 2-Year Total Return | 37.30% | |||
| 3-Year Total Return | 76.27% | |||
| 5-Year Total Return | 67.28% | |||
| Price | UMLGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | UMLGX-NASDAQ | Click to Compare |
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| Nav | $7.71 | |||
| 1-Month Low NAV | $7.39 | |||
| 1-Month High NAV | $9.14 | |||
| 52-Week Low NAV | $7.10 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.05 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | UMLGX-NASDAQ | Click to Compare |
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| Beta | 1.06 | |||
| Standard Deviation | 20.56 | |||
| Balance Sheet | UMLGX-NASDAQ | Click to Compare |
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| Total Assets | 723.73M | |||
| Operating Ratios | UMLGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.80% | |||
| Turnover Ratio | 40.00% | |||
| Performance | UMLGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.33% | |||
| Last Bear Market Total Return | -23.46% | |||