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Columbia Select Large Cap Growth Fund Class I: (MF: UMLGX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$9.19 USD
+0.06 (0.66%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.61 | 44 |
| 3 months | 2.70 | 37 |
| 6 months | 11.61 | 44 |
| 1 Year | 22.48 | 39 |
| 3 Year | 1.31 | 79 |
| 5 Year | 13.04 | 38 |
| 10 Year | 12.29 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 136.85 |
| Bear Market (10/07 - 2/09) | -51.73 |
| Bull Market (2/09 - 3/21) | 925.61 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 22.48 |
| 5 Year | 13.04 |
| 10 Year | 12.29 |
| Since Inception | 8.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.67 | 2.70 | NA | NA |
| 2023 | 14.20 | 11.19 | -5.56 | 16.19 |
| 2022 | -14.07 | -23.46 | -4.21 | 7.89 |
| 2021 | -2.46 | 13.83 | -2.16 | 0.55 |
| 2020 | -15.61 | 32.02 | 15.41 | 14.84 |
| 2019 | 21.38 | 4.92 | -5.80 | 14.94 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.61 | 39.34 | -32.03 | 9.22 | 47.66 | 37.88 | -5.14 | 35.32 | -8.50 | 7.82 | 8.49 |
| % Total Return Rel to Index | -3.69 | 13.09 | -13.83 | -19.45 | 29.26 | 6.39 | -0.75 | 13.53 | -20.44 | 6.43 | -5.15 |
| % Total Return Rel to Peer | 0.94 | 16.34 | -12.33 | -12.83 | 27.74 | 9.46 | 1.71 | 14.64 | -16.32 | 9.42 | 0.28 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.85 | 0.97 | 1.01 | 4.24 | 3.66 | 4.35 | 3.16 | 1.82 | 1.81 | 2.39 | 2.89 |
| Expense Ratio | 0.79 | 0.81 | 0.81 | 0.83 | 0.87 | 0.83 | 0.83 | 0.83 | 0.83 | 0.84 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%