C000121789 Performance — Columbia Select Mid Cap Growth Fund, Advisor Class
Data updated: 2026-07-29
C000121789 returned +41.52% over one year to Nov 2024. Annualised returns are +4.00% over 3 years and +12.95% over 5 years. Against its US Mid-Cap Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $112, against $125 for the category, and to $142 over one year, against $130. Volatility over the past three years was 24.18% a year. In the 12 months to May 2026 the fund took in a net $257.3M, and assets reached $2.21B.
C000121789 Growth of $100
What $100 invested in Columbia Select Mid Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.
| Period | C000121789 | Category average |
|---|---|---|
| 1 year (Dec 2023 – Nov 2024) | $142 | $130 |
| 3 years (Dec 2021 – Nov 2024) | $112 | $125 |
| 5 years (Dec 2019 – Nov 2024) | $184 | $172 |
| Since data start (Sep 2019 – Nov 2024) | $198 | $182 |
C000121789 Trailing Returns
Total returns to Nov 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +41.52% |
| 3 years (annualised) | +4.00% |
| 5 years (annualised) | +12.95% |
C000121789 Annual Returns
Calendar-year total returns of Columbia Select Mid Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Nov) | +33.11% |
| 2023 | +25.24% |
| 2022 | −31.25% |
| 2021 | +16.49% |
| 2020 | +35.27% |
| 2019 (Sep–Dec) | +9.60% |
C000121789 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +0.9% | +8.1% | +2.2% | −6.3% | +1.2% | +1.6% | +1.0% | +1.2% | +4.1% | +1.3% | +15.0% | — |
| 2023 | +8.8% | −0.9% | +3.1% | −1.6% | +1.2% | +8.6% | +2.7% | −4.4% | −5.5% | −5.6% | +11.8% | +6.3% |
| 2022 | −15.6% | −1.1% | +0.7% | −13.4% | −3.7% | −7.6% | +15.3% | −3.0% | −9.3% | +7.6% | +2.8% | −5.6% |
| 2021 | +0.1% | +3.3% | −0.8% | +5.3% | −2.4% | +7.1% | +2.3% | +2.8% | −6.0% | +8.6% | −2.1% | −1.9% |
| 2020 | +0.7% | −6.5% | −14.1% | +13.9% | +10.7% | +2.3% | +8.8% | +2.0% | +0.6% | +0.4% | +10.0% | +5.0% |
| 2019 | — | — | — | — | — | — | — | — | −0.1% | +2.6% | +5.1% | +1.8% |
C000121789 Risk
Risk measures from monthly returns over Dec 2021 – Nov 2024.
- 3-year volatility (annualised): 24.18%
- 3-year Sharpe ratio: -0.02 (vs 4.5% risk-free rate)
- Best month: +15.32% (Jul 2022)
- Worst month: −15.55% (Jan 2022)
C000121789 Fund Flows
Monthly money in and out of Columbia Select Mid Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $257.3M
- 12-month gross sales (incl. reinvestments): $535.8M
- Sales ÷ redemptions: 1.92×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $24.9M | $23.8M | $1.1M |
| Apr 2026 | $28.9M | $26.2M | $2.7M |
| Mar 2026 | $25.9M | $29.2M | −$3.3M |
| Feb 2026 | $111.8M | $18.9M | $92.9M |
| Jan 2026 | $41.8M | $25.9M | $15.9M |
| Dec 2025 | $216.2M | $40.6M | $175.6M |
| Nov 2025 | $17.4M | $20.2M | −$2.8M |
| Oct 2025 | $15.0M | $20.1M | −$5.1M |
| Sep 2025 | $14.8M | $19.5M | −$4.7M |
| Aug 2025 | $14.8M | $15.5M | −$627K |
| Jul 2025 | $17.7M | $17.1M | $622K |
| Jun 2025 | $6.5M | $21.5M | −$15.0M |
C000121789 Assets Under Management
Net assets of Columbia Select Mid Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $2.21B |
| 2026-02-28 | $1.98B |
| 2025-11-30 | $1.84B |
| 2025-08-31 | $1.85B |
| 2025-05-31 | $1.65B |
| 2025-02-28 | $1.65B |
| 2024-11-30 | $1.82B |
| 2024-08-31 | $1.54B |
| 2024-05-31 | $1.52B |
| 2024-02-29 | $1.61B |
| 2023-11-30 | $1.43B |
| 2023-08-31 | $1.48B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.