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Columbia Select Mid Cap Value R CMVRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.12  /  +0.36 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.58%
  • Turnover 15%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CMVRX

Will CMVRX 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 CMVRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ingersoll Rand Inc

3.58 88.2 Mil
Industrials

Trane Technologies PLC Class A

3.52 86.6 Mil
Industrials

AMETEK Inc

3.42 84.0 Mil
Industrials

Marathon Petroleum Corp

3.08 75.8 Mil
Energy

ITT Inc

3.06 75.2 Mil
Industrials

CACI International Inc Class A

3.05 75.0 Mil
Technology

Devon Energy Corp

2.51 61.8 Mil
Energy

Entergy Corp

2.47 60.6 Mil
Utilities

Discover Financial Services

2.45 60.3 Mil
Financial Services

The Carlyle Group Inc

2.43 59.8 Mil
Financial Services