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 C CMUCX
- NAV / 1-Day Return 14.98 / −0.07 %
- Total Assets 3.3B
-
Adj. Expense Ratio
1.880%
- Expense Ratio 1.880%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Mid-Cap Value
- Investment Style Mid Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 15%
USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CMUCX
Will CMUCX outperform in the 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 26.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Marathon Petroleum Corp | 3.32 | 109M | Energy |
Entergy Corp | 2.77 | 91M | Utilities |
AMETEK Inc | 2.64 | 86M | Industrials |
Ameren Corp | 2.57 | 84M | Utilities |
Popular Inc | 2.56 | 84M | Financial Services |
ITT Inc | 2.54 | 83M | Industrials |
Ingersoll Rand Inc | 2.52 | 82M | Industrials |
Columbia Short-Term Cash | 2.48 | 81M | Cash and Equivalents |
Southwest Airlines Co | 2.48 | 81M | Industrials |
US Foods Holding Corp | 2.35 | 77M | Consumer Defensive |