| 30.35 Net Asset Value | +0.76% 1 Day | +13.59% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 0.78% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | -2.18% | 3 years | -- | |
| 3 months | +4.29% | 5 years | -- | |
| 1 year | +18.50% | Since inception | +12.59% |
| CMTIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +6.62% |
| Expense ratio | 0.78% | 1.37% |
| Risk 5 year sharpe ratio | 0.30 | 0.32 |
| Net assets | $2.7B | $1.1B |
| Average market cap | $9.4B | $7.1B |
| Average P/E | 22.4 | 19.0 |
| Portfolio turnover | 141% | 141% |
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| Fund family | Columbia |
| Fund manager & tenure | Wayne Collette / 7 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer goods | 16.53% |
| Industrial materials | 13.85% |
| Consumer service | 12.75% |
| Healthcare | 11.39% |
| Hardware | 9.19% |
| SHW Sherwin-Williams Company | 1.92% |
| EQIX Equinix, Inc. | 1.50% |
| DLTR Dollar Tree Stores, Inc. | 1.48% |
| HOT Starwood Hotels & Resorts Worldwide Inc | 1.47% |
| AMG Affiliated Managers Group Inc | 1.28% |
| CAM Cameron International Corporation | 1.28% |
| CXO Concho Resources, Inc. | 1.28% |
| COG Cabot Oil & Gas Corporation Class A | 1.22% |
| DISCA Discovery Communications Inc Class A | 1.22% |
| CTXS Citrix Systems, Inc. | 1.21% |
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