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Columbia Select Large Cap Fund Class R: (MF: URLGX)
(NASDAQ Mutual Funds) As of Jul 25, 2025 08:00 PM ET
$3.66 USD
+0.02 (0.55%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.93 | 18 |
| 3 months | 20.80 | 6 |
| 6 months | 7.93 | 18 |
| 1 Year | 11.87 | 57 |
| 3 Year | 21.18 | 23 |
| 5 Year | 10.92 | 80 |
| 10 Year | 11.40 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.03 |
| Bull Market (2/09 - 3/21) | 964.15 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 11.87 |
| 5 Year | 10.92 |
| 10 Year | 11.40 |
| Since Inception | 11.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.65 | 20.80 | NA | NA |
| 2024 | 8.40 | 2.66 | -0.37 | 4.03 |
| 2023 | 14.04 | 11.00 | -5.67 | 16.16 |
| 2022 | -14.17 | -23.56 | -4.32 | 7.67 |
| 2021 | -2.60 | 13.75 | -2.30 | 0.45 |
| 2020 | -15.65 | 31.84 | 15.24 | 14.78 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.93 | 15.35 | 38.71 | -32.40 | 8.73 | 47.09 | 37.07 | -5.58 | 34.67 | -8.97 | 7.29 |
| % Total Return Rel to Index | 1.72 | -9.67 | 12.47 | -14.20 | -19.94 | 28.69 | 5.58 | -1.18 | 12.87 | -20.91 | 5.90 |
| % Total Return Rel to Peer | 2.79 | -4.04 | 15.72 | -12.71 | -13.32 | 27.17 | 8.64 | 1.28 | 13.99 | -16.79 | 8.89 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 1.60 | 1.57 | 0.97 | 1.01 | 4.22 | 3.61 | 4.35 | 3.14 | 1.76 | 1.81 | 2.30 |
| Expense Ratio | 1.28 | 1.30 | 1.30 | 1.31 | 1.32 | 1.38 | 1.33 | 1.33 | 1.33 | 1.33 | 1.34 |
* 1 = Top 20%, 5 = Bottom 20%