CLSPX vs FRSGX

Both CLSPX and FRSGX are mutual funds. CLSPX has a lower 5-year return than FRSGX (21.69% vs 22.38%). CLSPX has a higher expense ratio than FRSGX (0.86% vs 0.85%). Below is the comparison between CLSPX and FRSGX.

CLSPX FRSGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Columbia Threadneedle Franklin Templeton Investments
Net Assets $982.20M $4.53B
Expense Ratio 0.86% 0.85%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A $3,000.00
YTD Return 25.52% 16.81%
1-Year Return 12.26% 6.15%
3-Year Return 29.43% 31.82%
5-Year Return 21.69% 22.38%
10-Year Return 16.27% 16.81%

CLSPX description

The Fund seeks significant capital appreciation by investing, under normal market conditions, at least 80% of its net assets in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Russell Midcap Index.

CLSPX performance & returns

YTD Return 25.52%
1-Month Return 5.90%
3-Month Return 12.26%
1-Year Return 12.26%
3-Year Return 29.43%
5-Year Return 21.69%
10-Year Return 16.27%
CLSPX expense ratio is 0.86%.

CLSPX holdings

Top 10 Holdings (21.65% of Total Assets)

Name Symbol % Assets
Cadence Design Systems Inc CDNS 2.55%
Ansys Inc ANSS 2.31%
DocuSign Inc DOCU 2.23%
Align Technology Inc ALGN 2.18%
CoStar Group Inc CSGP 2.17%
Lululemon Athletica Inc LULU 2.16%
Chipotle Mexican Grill Inc Class A CMG 2.13%
IDEXX Laboratories Inc IDXX 1.98%
Penumbra Inc PEN 1.97%
GoDaddy Inc A GDDY 1.97%

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FRSGX description

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets in the equity securities of small capitalization and in the equity securities of mid-capitalization companies.

FRSGX performance & returns

YTD Return 16.81%
1-Month Return 1.48%
3-Month Return 6.15%
1-Year Return 6.15%
3-Year Return 31.82%
5-Year Return 22.38%
10-Year Return 16.81%
FRSGX expense ratio is 0.85%.

FRSGX holdings

Top 10 Holdings (23.06% of Total Assets)

Name Symbol % Assets
DraftKings Inc Ordinary Shares - Class A DKNG 3.36%
Franklin IFT Money Market INFXX 3.04%
Twilio Inc A TWLO 2.44%
DocuSign Inc DOCU 2.36%
Synopsys Inc SNPS 2.34%
CoStar Group Inc CSGP 2.24%
Verisk Analytics Inc VRSK 1.91%
IDEXX Laboratories Inc IDXX 1.84%
Mettler-Toledo International Inc MTD 1.78%
Veeva Systems Inc Class A VEEV 1.75%

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