Morningstar

Columbia Select Mid Cap Value Fund Institutional 2 Class CVERX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 18.42  /  +0.77 %
  • Total Assets 3.3B
  • 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 0.72%
  • Turnover 15%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 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.

  • Process Pillar

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

  • 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.

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.

by David Carey
Rated on Published on

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Portfolio Holdings CVERX

More CVERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

4.19 140M
Energy

Devon Energy Corp

2.75 92M
Energy

Columbia Short-Term Cash

2.69 90M
Cash and Equivalents

Popular Inc

2.57 86M
Financial Services

ITT Inc

2.52 84M
Industrials

AMETEK Inc

2.51 84M
Industrials

Entergy Corp

2.51 84M
Utilities

Voya Financial Inc

2.46 82M
Financial Services

Quest Diagnostics Inc

2.42 81M
Healthcare

Ameren Corp

2.36 79M
Utilities

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