Fund Evaluator:

Columbia Select Global Equity Inst Overview

Columbia Select Global Equity Inst (CGEZX) is an actively managed International Equity Global Large-Stock Growth fund. Columbia Threadneedle launched the fund in 2010.

The investment seeks to provide shareholders with long-term capital growth. The fund will invest at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) in equity securities, including securities of companies located in developed and emerging countries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries.

About Columbia Select Global Equity Inst (CGEZX)

There are 2 members of the management team with an average tenure of 9.10 years: Alex Lee (2019), Dave Dudding (2015). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: MSCI ACWI NR USD index with a weighting of 100%. Columbia Select Global Equity Inst has 45 securities in its portfolio. The top 10 holdings constitute 58.2% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Columbia Select Global Equity Inst is part of the Equity global asset class and is within the International Equity fund group. Columbia Select Global Equity Inst has 30.2% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 68.7%. There is 30.2% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Columbia Select Global Equity Inst has 1.1% of the portfolio in cash.

Assets Under Management

The fund has $182 million in total assets, which is below the $988 million average for the Global Large-Stock Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

CGEZX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Columbia Select Global Equity Inst expense ratio is high compared to funds in the Global Large-Stock Growth category. Columbia Select Global Equity Inst has an expense ratio of 0.95%, which is 15% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Columbia Select Global Equity Inst has a portfolio turnover rate of 51%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 47% for the Global Large-Stock Growth category.

Recently, in the month of July 2026, Columbia Select Global Equity Inst returned -4.2%, which earned it a grade of D, as the Global Large-Stock Growth category had an average return of -2.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Columbia Select Global Equity Inst has a trailing yield of 0.44%, which is above the 0.27% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Columbia Select Global Equity Inst Grades

Year to date, the fund has returned 14.1%, 8.1 percentage points better than the category, which translates into a grade of A. The fund has returned 20.9% over the past year (grade of A), 18.7% over the past three years (grade of B) and 8.4% per year over the past five years (grade of B) and 13.9% per year over the past 10 years (grade of A).

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