Back to top
Columbia Select Large Cap Growth Fund Class Adv: (MF: CSRRX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$10.26 USD
+0.06 (0.59%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.50 | 44 |
| 3 months | 2.73 | 37 |
| 6 months | 11.50 | 44 |
| 1 Year | 22.55 | 39 |
| 3 Year | 1.29 | 79 |
| 5 Year | 13.04 | 38 |
| 10 Year | 12.28 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 22.55 |
| 5 Year | 13.03 |
| 10 Year | 12.28 |
| Since Inception | 14.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.53 | 2.73 | NA | NA |
| 2023 | 14.10 | 11.10 | -5.47 | 16.28 |
| 2022 | -14.05 | -23.52 | -4.11 | 7.88 |
| 2021 | -2.51 | 13.90 | -2.21 | 0.59 |
| 2020 | -15.56 | 32.02 | 15.36 | 14.92 |
| 2019 | 21.32 | 4.93 | -5.85 | 14.94 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.50 | 39.33 | -32.00 | 9.22 | 47.79 | 37.76 | -5.11 | 35.37 | -8.54 | 7.83 | 8.49 |
| % Total Return Rel to Index | -3.80 | 13.09 | -13.79 | -19.45 | 29.38 | 6.27 | -0.71 | 13.57 | -20.48 | 6.44 | -5.15 |
| % Total Return Rel to Peer | 0.83 | 16.34 | -12.30 | -12.83 | 27.87 | 9.34 | 1.75 | 14.69 | -16.36 | 9.43 | 0.28 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.85 | 0.97 | 1.01 | 4.24 | 3.66 | 4.35 | 3.16 | 1.82 | 1.81 | 2.38 | 2.88 |
| Expense Ratio | 0.79 | 0.81 | 0.81 | 0.83 | 0.87 | 0.82 | 0.83 | 0.83 | 0.83 | 0.84 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%