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Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Columbia Mid Cap Growth Fund

CBSBX |

-

$1.84 B

-

1.94%

Vitals

YTD Return

N/A

1 yr return

12.9%

3 Yr Avg Return

8.1%

5 Yr Avg Return

11.1%

Net Assets

$1.84 B

Holdings in Top 10

14.0%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 1.94%

SALES FEES

Front Load N/A

Deferred Load 5.00%

TRADING FEES

Turnover 130.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$2,000

IRA

$1,000

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Columbia Mid Cap Growth Fund

CBSBX |

-

$1.84 B

-

1.94%

CBSBX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 7.4%
  • 5 Yr Annualized Total Return 10.8%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.99%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Columbia Mid Cap Growth Fund
  • Fund Family Name
    Columbia
  • Inception Date
    Nov 01, 2002
  • Shares Outstanding
    N/A
  • Share Class
    B
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    George J. Myers

Fund Description

CBSBX - Performance

Return Ranking - Trailing

Period CBSBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -47.8% 50.0% N/A
1 Yr 12.9% -47.8% 21.8% N/A
3 Yr 8.1%* -23.7% 25.0% N/A
5 Yr 11.1%* -30.0% 15.6% N/A
10 Yr 6.4%* -11.8% 17.5% N/A

* Annualized

Return Ranking - Calendar

Period CBSBX Return Category Return Low Category Return High Rank in Category (%)
2025 N/A -52.1% 9.2% N/A
2024 N/A -38.9% 36.0% N/A
2023 N/A -61.7% 27.9% N/A
2022 N/A -82.5% 12.2% N/A
2021 N/A -23.5% 17.9% N/A

Total Return Ranking - Trailing

Period CBSBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -47.8% 50.0% N/A
1 Yr 7.9% -47.8% 29.1% N/A
3 Yr 7.4%* -22.1% 28.2% N/A
5 Yr 10.8%* -25.2% 18.0% N/A
10 Yr 6.4%* -6.4% 18.9% N/A

* Annualized

Total Return Ranking - Calendar

Period CBSBX Return Category Return Low Category Return High Rank in Category (%)
2025 N/A -51.7% 12.2% N/A
2024 N/A -7.0% 56.2% N/A
2023 N/A -61.7% 27.9% N/A
2022 N/A -54.0% 12.2% N/A
2021 N/A -23.5% 18.1% N/A

CBSBX - Holdings

Concentration Analysis

CBSBX Category Low Category High CBSBX % Rank
Net Assets 1.84 B 1.44 M 33.8 B N/A
Number of Holdings 130 13 2232 N/A
Net Assets in Top 10 252 M 616 K 7.12 B N/A
Weighting of Top 10 13.98% 6.7% 148.7% N/A

Top 10 Holdings

  1. Lam Research Corp 1.95%
  2. TD Ameritrade Holding Corp 1.69%
  3. Delphi Automotive PLC 1.45%
  4. Total System Services Inc 1.36%
  5. Edwards Lifesciences Corp 1.32%
  6. Fiserv Inc 1.31%
  7. Concho Resources Inc 1.29%
  8. Spirit AeroSystems Holdings Inc 1.25%
  9. Electronic Arts Inc 1.20%
  10. Fidelity National Information Services Inc 1.16%

Asset Allocation

Weighting Return Low Return High CBSBX % Rank
Stocks 		94.85% 20.28% 127.86% N/A
Cash 		3.16% -48.52% 36.01% N/A
Other 		1.99% -7.94% 70.89% N/A
Preferred Stocks 		0.00% 0.00% 3.25% N/A
Convertible Bonds 		0.00% 0.00% 0.59% N/A
Bonds 		0.00% -0.45% 43.05% N/A

Stock Sector Breakdown

Weighting Return Low Return High CBSBX % Rank
Technology 		19.36% 0.00% 69.27% N/A
Consumer Cyclical 		18.58% 0.00% 48.02% N/A
Industrials 		18.09% 0.00% 40.82% N/A
Healthcare 		15.46% 0.00% 62.34% N/A
Financial Services 		9.19% 0.00% 40.09% N/A
Consumer Defense 		4.78% 0.00% 17.24% N/A
Basic Materials 		3.63% 0.00% 13.78% N/A
Energy 		2.92% 0.00% 14.07% N/A
Real Estate 		2.85% 0.00% 48.22% N/A
Utilities 		0.00% 0.00% 11.63% N/A
Communication Services 		0.00% 0.00% 11.66% N/A

Stock Geographic Breakdown

Weighting Return Low Return High CBSBX % Rank
US 		94.35% 7.34% 123.93% N/A
Non US 		0.50% 0.00% 70.47% N/A

CBSBX - Expenses

Operational Fees

CBSBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.94% 0.07% 6.14% N/A
Management Fee 0.75% 0.06% 1.50% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee 0.06% 0.01% 0.72% N/A

Sales Fees

CBSBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load 5.00% 1.00% 5.50% N/A

Trading Fees

CBSBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.05% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

CBSBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 130.00% 1.85% 495.00% N/A

CBSBX - Distributions

Dividend Yield Analysis

CBSBX Category Low Category High CBSBX % Rank
Dividend Yield 0.00% 0.00% 0.05% N/A

Dividend Distribution Analysis

CBSBX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Semi-Annually Annually

Net Income Ratio Analysis

CBSBX Category Low Category High CBSBX % Rank
Net Income Ratio -0.99% -2.55% 4.79% N/A

Capital Gain Distribution Analysis

CBSBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Distributions History

View More +

CBSBX - Fund Manager Analysis

Managers

George J. Myers

Start Date

Tenure

Tenure Rank

Feb 03, 2006

11.5

11.5%

Mr. Myers is Director of Columbia Management Advisors, LLC. He has been associated with Columbia Advisors or its predecessors since October 2004. Prior to 2004, Mr. Myers was a portfolio manager and analyst at Dresdner RCM Global Investors since 2000. earned a B.B.A. and M.S. in finance from the University of Wisconsin in Madison. Mr. Myers holds the chartered Financial Analyst designation.

Brian D. Neigut

Start Date

Tenure

Tenure Rank

Oct 01, 2007

9.84

9.8%

Mr. Neigut is Vice President of Columbia Management Advisors, LLC. He associated with the Advisor since February 2007. Prior to 2007, Neigut was a portfolio manager at Kern Capital Management LLC February 2006 to February 2007, and at OppenheimerFunds Inc. from November 2003 to February 2006. Mr. Neigut earned a B.B.A. from Pacific Lutheran University.

William Chamberlain

Start Date

Tenure

Tenure Rank

Sep 12, 2013

3.88

3.9%

Mr. Chamberlain joined the Investment Manager in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since he began his career in 1995. Mr. Chamberlain earned a B.B.A. degree in finance from Pacific Lutheran University.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 33.38 8.62 8.84

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