Columbia Select Mid Cap Value Fund Class A CMUAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 17.25  /  −2.71 %
  • Total Assets 3.1B
  • 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 Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.46%
  • Turnover 10%

USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CMUAX

Will CMUAX outperform in the future?

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

A well-executed approach.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Focused Mid Cap Value’s adequate team uses a reasonable approach, warranting Average People and Above Average Process ratings.

Rated on Published on

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Portfolio Holdings CMUAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

3.48 105M
Energy

Entergy Corp

3.07 93M
Utilities

ITT Inc

2.97 90M
Industrials

Devon Energy Corp

2.96 90M
Energy

ON Semiconductor Corp

2.95 89M
Technology

Corning Inc

2.93 89M
Technology

Ameren Corp

2.80 85M
Utilities

AMETEK Inc

2.77 84M
Industrials

Popular Inc

2.54 77M
Financial Services

Welltower Inc

2.39 72M
Real Estate

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