UMLGX Performance — Columbia Select Large Cap Growth Fund, Institutional Class
Data updated: 2026-08-28
UMLGX returned +9.91% year to date and +12.47% over one year to Jun 2026. Annualised returns are +15.75% over 3 years and +5.66% over 5 years. The fund trailed its US Large Growth category average: $100 invested three years ago grew to $155, against $175 for the category, and to $112 over one year, against $117. Volatility over the past three years was 17.98% a year. In the 12 months to Jun 2026 the fund lost a net $178.3M, and assets reached $531.43M.
UMLGX Growth of $100
What $100 invested in Columbia Select Large Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | UMLGX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $112 | $117 |
| 3 years (Jul 2023 – Jun 2026) | $155 | $175 |
| 5 years (Jul 2021 – Jun 2026) | $132 | $166 |
| Since data start (Jul 2019 – Jun 2026) | $234 | $271 |
UMLGX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.91% |
| 1 year | +12.47% |
| 3 years (annualised) | +15.75% |
| 5 years (annualised) | +5.66% |
UMLGX Annual Returns
Calendar-year total returns of Columbia Select Large Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +9.91% |
| 2025 | +10.86% |
| 2024 | +16.00% |
| 2023 | +39.33% |
| 2022 | −32.05% |
| 2021 | +9.25% |
| 2020 | +47.77% |
| 2019 (Jul–Dec) | +8.29% |
UMLGX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.3% | −2.9% | −4.2% | +12.9% | +8.1% | −1.0% | — | — | — | — | — | — |
| 2025 | +2.2% | −4.0% | −8.8% | +4.2% | +9.8% | +5.8% | +1.4% | −2.3% | +2.1% | +5.2% | −2.5% | −1.4% |
| 2024 | +2.5% | +4.2% | +1.8% | −5.2% | +2.4% | +5.8% | −5.2% | +3.7% | +1.5% | +0.5% | +7.0% | −3.2% |
| 2023 | +10.8% | −3.9% | +7.3% | +0.7% | +2.6% | +7.6% | +1.8% | −1.4% | −6.0% | −3.2% | +12.7% | +6.5% |
| 2022 | −10.9% | −5.4% | +2.0% | −14.3% | −4.6% | −6.4% | +11.9% | −4.3% | −10.6% | +7.7% | +6.3% | −5.8% |
| 2021 | −3.7% | +2.9% | −1.6% | +5.9% | −1.6% | +9.2% | +1.7% | +2.6% | −6.2% | +6.9% | −4.1% | −1.9% |
| 2020 | +0.4% | −4.2% | −12.2% | +15.3% | +10.4% | +3.8% | +8.0% | +8.8% | −1.7% | −1.1% | +10.7% | +5.0% |
| 2019 | — | — | — | — | — | — | +0.2% | −4.0% | −2.1% | +5.1% | +6.4% | +2.9% |
UMLGX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 17.98%
- 3-year Sharpe ratio: 0.63 (vs 4.5% risk-free rate)
- Best month: +12.93% (Apr 2026)
- Worst month: −8.76% (Mar 2025)
UMLGX Fund Flows
Monthly money in and out of Columbia Select Large Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$178.3M
- 12-month gross sales (incl. reinvestments): $123.7M
- Sales ÷ redemptions: 0.41×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $2.4M | $15.3M | −$12.9M |
| May 2026 | $1.9M | $15.8M | −$13.9M |
| Apr 2026 | $3.1M | $16.8M | −$13.7M |
| Mar 2026 | $3.2M | $70.8M | −$67.6M |
| Feb 2026 | $4.3M | $18.3M | −$14.0M |
| Jan 2026 | $7.4M | $16.0M | −$8.6M |
| Dec 2025 | $82.1M | $34.3M | $47.9M |
| Nov 2025 | $2.0M | $18.3M | −$16.4M |
| Oct 2025 | $6.1M | $16.1M | −$10.0M |
| Sep 2025 | $2.7M | $25.0M | −$22.3M |
| Aug 2025 | $3.0M | $23.9M | −$20.9M |
| Jul 2025 | $5.4M | $31.4M | −$26.0M |
UMLGX Assets Under Management
Net assets of Columbia Select Large Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $531.43M |
| 2026-03-31 | $475.40M |
| 2025-12-31 | $617.36M |
| 2025-09-30 | $662.07M |
| 2025-06-30 | $723.73M |
| 2025-03-31 | $694.66M |
| 2024-12-31 | $814.77M |
| 2024-09-30 | $1.07B |
| 2024-06-30 | $1.18B |
| 2024-03-31 | $1.23B |
| 2023-12-31 | $1.16B |
| 2023-09-30 | $1.06B |
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.