Columbia Select Mid Cap Growth Fund
Actively managed U.S. stock fund
As of its 2026 Q2 report, Columbia Select Mid Cap Growth Fund held 71 positions with $2.21B in net assets. Its ten largest holdings made up 28.6% of the fund. The CBSAX share class costs 1.12% a year. Over the 12 months to May 2026, CBSAX returned 30.6%, with dividends reinvested. In 2026 Q2 it added 23 new positions and exited 22.
Columbia Select Mid Cap Growth Fund (the Fund) seeks significant capital appreciation by investing, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Russell Midcap Index.
The fund invests in common stocks of mid-cap companies within the Russell Midcap Index range, selected for potential long-term above-average earnings growth, and typically holds a focused portfolio of fewer securities than peers. The fund may emphasize particular sectors, invest in special situations including IPOs and restructurings, and allocate up to 20% of assets to foreign securities. Because the fund employs a focused investing style with concentrated holdings, performance depends heavily on the success of a limited number of positions. The fund may trade portfolio securities frequently.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
3.99% | $88.31M | 394.0K | $224.16 | |
3.16% | $70.02M | 271.1K | $258.25 | |
DDOGDatadog Inc | 3.04% | $67.21M | 271.7K | $247.35 |
HUTHut 8 Corp | 3.03% | $66.98M | 536.6K | $124.83 |
2.94% | $65.04M | 1.4M | $47.28 | |
2.65% | $58.54M | 242.1K | $241.82 | |
RKLBRocket Lab Corp | 2.62% | $57.87M | 403.3K | $143.48 |
Kioxia Holdings Corp | 2.42% | $53.61M | 130.2K | $411.79 |
SNDKSandisk Corp | 2.36% | $52.26M | 30.8K | $1,694.98 |
2.36% | $52.16M | 165.2K | $315.71 |
Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.
All 71 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 98.89% |
| Cash & short-term | 1.10% |
By sector
- Information Technology
- 24.4%
- Industrials
- 22.4%
- Consumer Discretionary
- 13.5%
- International
- 10.2%
- 9 other sectors
- 29.6%
- Information Technology
- 24.4%
- Industrials
- 22.4%
- Consumer Discretionary
- 13.5%
- International
- 10.2%
- Health Care
- 8.1%
- Communication Services
- 7.5%
- Energy
- 3.8%
- Utilities
- 2.9%
- Financials
- 2.2%
- Materials
- 2.0%
- Cash
- 1.1%
- Other
- 1.1%
- Consumer Staples
- 0.9%
How it has done
CBSAX share class · total returns with dividends reinvested
Volatility over the last 12 months: 18.84%. Past returns are a record, not a forecast.
The 9 share classes hold the same portfolio
| Share class | Expense ratio | 1 year | 3 years | 5 years | Worst fall |
|---|---|---|---|---|---|
| 1.12% | +30.61% | +86.78% | +56.30% | -16.50% | |
| 1.87% | +29.68% | +82.58% | +50.50% | -16.68% | |
| — | — | — | — | — | |
| — | — | — | — | — | |
| 0.87% | +30.94% | +88.24% | +58.27% | -16.42% | |
| 0.78% | +31.05% | +88.74% | +59.04% | -16.43% | |
| 0.83% | +30.97% | +88.50% | +58.70% | -16.42% | |
| — | — | — | — | — | |
| 0.87% | +30.98% | — | — | — |
Fees & fund details
Columbia Select Mid Cap Growth Fund is an actively managed U.S. equity fund. 56% of CBSAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 84% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Expense ratio, by class
- 0.78% – 1.87%· CBSAX 1.12%
- Portfolio turnover
- 200.00% a year · as of 2025 Q4
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
23 new· the largest 8
22 exited· the largest 8
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