CVERX – Columbia Select Mid Cap Value Instl 2 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell Midcap® Value Index (the index) at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks and also may invest in real estate investment trusts.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NAMBX	Columbia Select Mid Cap Value Fund S Class	No Load	Open			Oct 2, 2024	$158.12M	0.880%	Average	$0	−$13.68M
NAMAX	Columbia Select Mid Cap Value Fund Institutional Class	Institutional	Open			Nov 20, 2001	$1.13B	0.880%	Above Average	$2,000	$161.82M
CMVYX	Columbia Select Mid Cap Value Fund Institutional 3 Class	Institutional	Open			Jul 15, 2009	$684.15M	0.750%	Below Average	$1M	$63.73M
CVERX	Columbia Select Mid Cap Value Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$89.44M	0.800%	Average	$0	−$4.62M
CMUAX	Columbia Select Mid Cap Value Fund Class A	Front Load	Open			Nov 20, 2001	$1.17B	1.130%	Average	$2,000	−$83.00M
CMUCX	Columbia Select Mid Cap Value Fund Class C	Level Load	Open			Nov 20, 2001	$8.48M	1.880%	Average	$2,000	−$232,370.14
CMVRX	Columbia Select Mid Cap Value Fund Class R	Retirement, Medium	Open			Jan 23, 2006	$32.75M	1.380%	Above Average	$0	$1.11M

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