Columbia Select Mid Cap Growth Fund (CLSPX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CLSPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CLSPX
CLSPX charges 0.86% annually. There are 63 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | CLSPX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | CLSPX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | CLSPX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | CLSPX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | CLSPX vs VMFGX |
Best Risk-Adjusted Alternatives to CLSPX
CLSPX has a PortfoliosLab risk / return rank of 24. There are 39 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | CLSPX vs VHCOX | |
| Needham Growth Fund Institutional Class | 80 | — | Dec 2016 | CLSPX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 79 | — | Oct 2000 | CLSPX vs TAAGX | |
| Needham Growth Fund | 79 | — | Jan 1996 | CLSPX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | CLSPX vs POAGX |
Top Performing CLSPX Alternatives (YTD)
CLSPX is at 16.88% YTD. There are 16 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.25% | — | Dec 2016 | CLSPX vs NEEIX | |
| Needham Growth Fund | 43.95% | — | Jan 1996 | CLSPX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.38% | — | May 2007 | CLSPX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.94% | — | Oct 2000 | CLSPX vs TAAGX | |
| Kinetics Paradigm Fund | 24.23% | — | Dec 1999 | CLSPX vs WWNPX |
Lowest Volatility Alternatives to CLSPX
CLSPX has 22.38% 1-year volatility. There are 135 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.71% | — | May 2021 | CLSPX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | CLSPX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | CLSPX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | CLSPX vs VLIFX | |
| Sparrow Growth Fund | 13.54% | — | Oct 1998 | CLSPX vs SGFFX |
Lowest Drawdown Alternatives to CLSPX
CLSPX has a 1-year max drawdown of -13.64%. There are 71 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | CLSPX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | CLSPX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | CLSPX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | CLSPX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | CLSPX vs TAAGX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 95 | 49.58% | — | Jun 1983 | CLSPX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 87 | 11.64% | — | Mar 1998 | CLSPX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 87 | 11.73% | — | Nov 2012 | CLSPX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 86 | 11.51% | — | Nov 2002 | CLSPX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 48.54% | — | May 1994 | CLSPX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 54 | 22.83% | — | Nov 2000 | CLSPX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 55 | 22.99% | — | Nov 2000 | CLSPX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 44 | 9.43% | — | Dec 1992 | CLSPX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 48 | 5.94% | — | Sep 1991 | CLSPX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 41 | 5.79% | — | Mar 2008 | CLSPX vs COSZX |
Often Compared With CLSPX
Investors most often compare CLSPX with FXAIX, SPYI, EEOFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CLSPX with Any Fund or Stock
Compare CLSPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CLSPX with funds that move differently
Columbia Select Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CLSPX.
Explore CLSPX Diversifiers