Columbia VP Select Mid Cap Growth 1 |
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Release date as of 2022-05-31. 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 2022-05-31 |
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Out of 532 Mid-Cap Growth Funds
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Total Fund Assets ($ Mil) |
419.38 |
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Investment Objective & Strategy |
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The investment seeks to provide shareholders with growth of capital.
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Under normal market conditions, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) at the time of purchase in the common stocks of mid-capitalization companies. For these purposes, mid-cap companies are considered to be companies whose market capitalization falls within the market capitalization range of the companies that comprise the Russell Midcap® Index at the time of purchase. It may invest up to 20% of its total assets in foreign securities. |
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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 |
98.3 |
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Non-U.S. Stocks |
0.0 |
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Bonds |
0.0 |
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Cash |
1.7 |
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Other |
0.0 |
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Data through 2022-05-31 |
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Morningstar Equity Sectors |
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% of Stocks |
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Cyclical |
28.04 |
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Basic Materials |
2.19 |
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Consumer Cyclical |
17.28 |
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Financial Services |
5.32 |
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Real Estate |
3.25 |
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Sensitive |
51.02 |
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Communication Services |
3.11 |
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Energy |
2.78 |
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Industrials |
12.38 |
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Technology |
32.75 |
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Defensive |
20.94 |
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Consumer Defensive |
0.00 |
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Healthcare |
20.94 |
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Utilities |
0.00 |
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Data through 2022-05-31 |
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Total Number of Stock Holdings |
52 |
Total Number of Bond Holdings |
0 |
% of Net Assets in Top 10 Holdings |
29.95 |
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Turnover % |
(as of 2021-12-31) |
75.00 |
30 Day SEC Yield % |
--- |
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Sector |
P/E |
% of Net Assets
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Bio-Techne Corp |
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67.47 |
3.43 |
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Cadence Design Systems Inc |
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57.36 |
3.41 |
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CoStar Group Inc |
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78.13 |
3.19 |
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Chipotle Mexican Grill Inc |
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58.34 |
3.07 |
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Repligen Corp |
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65.01 |
3.07 |
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CDW Corp |
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23.46 |
2.99 |
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Devon Energy Corp |
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14.00 |
2.73 |
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Cintas Corp |
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35.25 |
2.73 |
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IQVIA Holdings Inc |
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38.85 |
2.71 |
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Ingersoll Rand Inc |
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36.84 |
2.62 |
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Event-Driven Investment/Arbitrage Strategies, Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Issuer, Market/Market Volatility, Depositary Receipts, Industry and Sector Investing, Portfolio Diversification, Mid-Cap |
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Show Risk Definitions |
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Inception Date: 2010-05-03 |
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Erika K Maschmeyer (2018-02-12) |
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Ms. Maschmeyer joined Columbia WAM, a Participating Affiliate, in 2016. 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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John L. Emerson (2018-02-12) |
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Mr. Emerson has been associated with the Columbia WAM or its predecessors as an investment professional since 2003 and has been a Vice President of the Trust since March 2020. Prior to joining the Investment Manager, Mr. Emerson was an analyst at an equity research Columbia WAM. Mr. Emerson began his investment career in 2002 and earned a B.S. from the University of Missouri and an M.B.A from the University of Chicago. |
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Daniel H. Cole (2021-04-15) |
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Daniel Cole is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Cole joined one of the Columbia Threadneedle Investments firms in 2014. Previously, Mr. Cole was a senior portfolio manager and senior managing director at Manulife Asset Management where he was team lead for the small, smid, and mid growth strategies. Prior to that, Mr. Cole was a portfolio manager at Neuberger Berman. He has been a member of the investment community since 1993.Mr. Cole received a B.S. in pre-med curriculum from Guilford College and an MBA in finance from Virginia Tech. |
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Columbia Mgmt Investment Advisers, 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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