Skip to Content
Morningstar

Columbia Select Mid Cap Value Instl 3 CMVYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.30  /  +1.49 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.17%
  • Turnover 15%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CMVYX

Will CMVYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMVYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMVYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CMVYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound approach gives this strategy a fighting chance.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Select Mid Cap Value’s compact team uses a reasonable, well-executed approach. The strategy remains a decent option at the right price.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CMVYX

More CMVYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CACI International Inc Class A

3.26 80.2 Mil
Technology

AMETEK Inc

3.25 80.2 Mil
Industrials

Ingersoll Rand Inc

3.19 78.6 Mil
Industrials

Trane Technologies PLC Class A

3.17 78.0 Mil
Industrials

ITT Inc

3.05 75.1 Mil
Industrials

Marathon Petroleum Corp

2.94 72.4 Mil
Energy

Corning Inc

2.74 67.6 Mil
Technology

Reinsurance Group of America Inc

2.61 64.2 Mil
Financial Services

Entergy Corp

2.47 60.8 Mil
Utilities

Popular Inc

2.37 58.5 Mil
Financial Services