Columbia Focused Mid Cap Value’s thorough approach and adequate team are decent but not enough to help it stand out in the mid-value Morningstar Category.
Columbia Select Mid Cap Value Fund Institutional 2 Class CVERX
- NAV / 1-Day Return 18.14 / −1.52 %
- Total Assets 3.1B
-
Adj. Expense Ratio
0.800%
- Expense Ratio 0.810%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.68%
- Turnover 15%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 1:49 AM GMT+0
Morningstar’s Analysis CVERX
Will CVERX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CVERX 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 CVERX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Marathon Petroleum Corp | 3.48 | 105M | Energy |
Entergy Corp | 3.07 | 93M | Utilities |
ITT Inc | 2.97 | 90M | Industrials |
Devon Energy Corp | 2.96 | 90M | Energy |
ON Semiconductor Corp | 2.95 | 89M | Technology |
Corning Inc | 2.93 | 89M | Technology |
Ameren Corp | 2.80 | 85M | Utilities |
AMETEK Inc | 2.77 | 84M | Industrials |
Popular Inc | 2.54 | 77M | Financial Services |
Welltower Inc | 2.39 | 72M | Real Estate |
United States