Columbia Select Mid Cap Value Fund Class C CMUCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • 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.

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 CMUCX

  • 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

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