Columbia Select Mid Cap Value’s distinct approach keeps volatility in check, and its team, though experienced, could use more help. The strategy remains a decent option at the right price.
Columbia Select Mid Cap Value R CMVRX
- NAV / 1-Day Return 14.00 / +1.67 %
- Total Assets 2.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.380%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Mid-Cap Value
- Investment Style Mid Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.54%
- Turnover 30%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis CMVRX
Will CMVRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Ingersoll Rand Inc | 3.86 | 95.4 Mil | Industrials |
AMETEK Inc | 3.50 | 86.7 Mil | Industrials |
Trane Technologies PLC Class A | 3.45 | 85.4 Mil | Industrials |
Marathon Petroleum Corp | 3.19 | 79.1 Mil | Energy |
ITT Inc | 2.96 | 73.3 Mil | Industrials |
The Carlyle Group Inc | 2.94 | 72.7 Mil | Financial Services |
CACI International Inc Class A | 2.83 | 69.9 Mil | Technology |
Hyatt Hotels Corp Class A | 2.36 | 58.4 Mil | Consumer Cyclical |
Entergy Corp | 2.33 | 57.7 Mil | Utilities |
Welltower Inc | 2.33 | 57.6 Mil | Real Estate |