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Columbia Select Mid Cap Value Fund Institutional 2 Class CVERX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return$19.56  /  −0.81%
  • Fund Size$3.5B
  • Adjusted Expense Ratio0.800%
  • Net Expense Ratio0.810%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryMid-Cap Value
  • Equity Style Box (Funds)Mid Value
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.69%
  • Turnover Ratio15%
NAV and 1-Day Return as of

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 Holdings26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

3.98129M
Energy

AMETEK Inc

2.7890M
Industrials

Devon Energy Corp

2.7589M
Energy

ITT Inc

2.6787M
Industrials

Quest Diagnostics Inc

2.4780M
Healthcare

Entergy Corp

2.4680M
Utilities

Popular Inc

2.4579M
Financial Services

Welltower Inc

2.4178M
Real Estate

Voya Financial Inc

2.4178M
Financial Services

Columbia Short-Term Cash

2.3978M
Cash and Equivalents

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