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| Release date as of 2024-10-31. Data on page is subject to change. |
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Overall Morningstar
Rating™
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| What is this?
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| As of 2024-10-31 |
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Out of 512
Mid-Cap Growth Funds
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| Total Fund Assets ($ Mil) |
| 518.94 |
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| Investment Objective & Strategy |
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| The investment seeks long-term capital appreciation.
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| Under normal circumstances, the fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, at the time of purchase. |
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| Morningstar Category: Mid-Cap Growth |
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| Some mid-cap growth portfolios invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. Mid-cap growth portfolios target U.S. firms that are projected to grow faster than other mid-cap stocks, therefore commanding relatively higher prices. Stocks in the middle 20% of the capitalization of the U.S. equity market are defined as mid-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields).
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| Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies. |
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| % of Net Assets |
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U.S. Stocks |
96.0 |
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Non-U.S. Stocks |
2.7 |
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Bonds |
0.0 |
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Cash |
1.3 |
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Other |
0.1 |
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| Data through 2024-09-30 |
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| Morningstar Equity Sectors |
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% of Stocks |
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Cyclical |
28.25 |
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Basic Materials |
1.25 |
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Consumer Cyclical |
17.87 |
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Financial Services |
7.39 |
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Real Estate |
1.74 |
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Sensitive |
46.67 |
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Communication Services |
0.48 |
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Energy |
1.75 |
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Industrials |
20.46 |
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Technology |
23.98 |
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Defensive |
25.08 |
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Consumer Defensive |
2.16 |
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Healthcare |
22.92 |
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Utilities |
0.00 |
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| Data through 2024-09-30 |
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| Total Number of Stock Holdings |
102 |
| Total Number of Bond Holdings |
0 |
| % of Net Assets in Top 10 Holdings |
22.08 |
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| Turnover % |
(as of 2023-12-31) |
65.00 |
| 30 Day SEC Yield % |
--- |
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Sector |
P/E |
% of Net
Assets
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Churchill Downs Inc |
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25.33 |
2.60 |
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Bio-Techne Corp |
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77.63 |
2.39 |
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Parsons Corp |
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154.51 |
2.35 |
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SPX Technologies Inc |
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38.16 |
2.26 |
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Five Below Inc |
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18.70 |
2.23 |
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FTAI Aviation Ltd |
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--- |
2.22 |
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Champion Homes Inc |
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34.20 |
2.20 |
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Curtiss-Wright Corp |
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32.60 |
2.05 |
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Blue Owl Capital Inc Ordinary Shares - Class A |
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131.53 |
1.91 |
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Natera Inc |
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--- |
1.87 |
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| Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Issuer, Market/Market Volatility, Industry and Sector Investing, Restricted/Illiquid Securities, Small Cap, Mid-Cap |
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| Show Risk Definitions |
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| Inception Date: 1995-05-03 |
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| Erika K Maschmeyer (2021-04-15) |
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| Ms. Maschmeyer has been associated with the Investment Manager as an investment professional since 2016. Ms. Maschmeyer heads the Investment Manager's U.S. equity research efforts and has been a Vice President of the Trust since March 2020. Prior to joining Columbia WAM, Ms. Maschmeyer was a research analyst at Oak Ridge Investments where she was responsible for U.S. consumer discretionary/staples investments. Ms. Maschmeyer began her investment career in 2001 and earned a B.A. from Denison University and an M.B.A from the University of Chicago. |
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| Columbia Wanger Asset Management LLC |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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