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Columbia Select Mid Cap Value C CMUCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.64  /  −0.34 %
  • Total Assets 2.5 Bil
  • 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 Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.15%
  • Turnover 30%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:12 PM GMT+0

Morningstar’s Analysis CMUCX

Will CMUCX 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 CMUCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Financial Services