CLSDX Mutual Fund

CLSDX Mutual Fund

NAV$29.81
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Fund Essentials - as of Oct 31, 2026

Net Assets
$164M
Expense Ratio
0.87%
Dividend Yield (Current)
-
Holdings
68
Inception Date
Oct 2, 2024
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+5.10%
1 Year-0.67%
3 Year+21.17%
5 Year+4.35%
10 Year+12.69%

Asset Allocation

Stocks: 96.34%
Bonds: 3.66%
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Top Holdings

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TickerNameWeight
SNOWSnowflake Inc4.81%
-Columbia Short Term Cash Fund3.66%
CASYCasey's General Stores Inc3.48%
TTWOTake-Two Interactive Software Inc3.41%
LSCCLattice Semiconductor Corp2.74%
Top 10 Concentration: 31.17%Report Date: Oct 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CLSDX Mutual Fund Overview

CLSDX Mutual Fund (Columbia Select Mid Cap Growth Fund Class S) is managed by Columbia Threadneedle Investments with $163.5M in net assets. CLSDX expense ratio is 0.87%, holding 68 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2024-10-02.

CLSDX performance shows a YTD return of 5.10%. The 1-year return is -0.67% and the 5-year return is 4.35%.

CLSDX top holdings include Snowflake Inc (4.8%), Columbia Short Term Cash Fund (3.7%), Casey's General Stores Inc (3.5%), Take-Two Interactive Software Inc (3.4%), Lattice Semiconductor Corp (2.7%). Go to all CLSDX holdings, CLSDX sectors, or CLSDX dividends.

CLSDX can be compared against other funds. Use CLSDX overlap to find shared positions, or CLSDX vs another fund for a side-by-side view. CLSDX alternatives are available via the screener, along with tax-loss harvesting opportunities.