Columbia Focused Mid Cap Value’s adequate team uses a reasonable approach, warranting Average People and Above Average Process ratings.
Columbia Select Mid Cap Value Fund Class A CMUAX
- 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.
People Pillar
The People Pillar is our evaluation of the CMUAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CMUAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 |