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Columbia Select Mid Cap Value A CMUAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 13.37  /  −0.59 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.78%
  • Turnover 30%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:11 PM GMT+0

Morningstar’s Analysis CMUAX

Will CMUAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A process that’s working.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

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.

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Portfolio Holdings CMUAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

3.63 94.2 Mil
Energy

Trane Technologies PLC Class A

3.51 91.0 Mil
Industrials

Ingersoll Rand Inc

3.46 89.7 Mil
Industrials

AMETEK Inc

3.39 88.0 Mil
Industrials

ITT Inc

3.05 79.1 Mil
Industrials

CACI International Inc Class A

2.73 70.7 Mil
Technology

The Carlyle Group Inc

2.60 67.3 Mil
Financial Services

Discover Financial Services

2.41 62.4 Mil
Financial Services

Hyatt Hotels Corp Class A

2.34 60.7 Mil
Consumer Cyclical

Devon Energy Corp

2.34 60.6 Mil
Energy