Columbia Select Mid Cap Value Fund Class C CMUCX

Morningstar Medalist Rating
  • NAV / 1-Day Return $15.37  /  0.00
  • Fund Size $3.4B
  • Adjusted Expense Ratio 1.880%
  • Net Expense Ratio 1.880%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 15%

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 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

3.98 129M
Energy

AMETEK Inc

2.78 90M
Industrials

Devon Energy Corp

2.75 89M
Energy

ITT Inc

2.67 87M
Industrials

Quest Diagnostics Inc

2.47 80M
Healthcare

Entergy Corp

2.46 80M
Utilities

Popular Inc

2.45 79M
Financial Services

Welltower Inc

2.41 78M
Real Estate

Voya Financial Inc

2.41 78M
Financial Services

Columbia Short-Term Cash

2.39 78M
Cash and Equivalents

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