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Morningstar

Columbia Select Mid Cap Value Instl 3 CMVYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.78  /  0.16 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.96%
  • Turnover 37%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

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 promising approach.

Associate Analyst

Summary

| by Sachin Nagarajan

Increased conviction in Columbia Select Mid Cap Value’s investment approach earns an upgrade of its Morningstar Analyst Rating to Bronze from Neutral for its cheapest two share classes, while the rest stay at Neutral.

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