Morningstar

Columbia Select Mid Cap Value Fund Institutional Class NAMAX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $18.18  /  +0.33 %
  • Fund Size $3.4B
  • Adjusted Expense Ratio 0.880%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.70%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis NAMAX

Will NAMAX 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 NAMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NAMAX 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 NAMAX’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 NAMAX

More NAMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

3.98 129M
Energy

AMETEK Inc

2.78 90M
Industrials

Devon Energy Corp

2.75 89M
Energy

ITT Inc

2.67 87M
Industrials

Quest Diagnostics Inc

2.47 80M
Healthcare

Entergy Corp

2.46 80M
Utilities

Popular Inc

2.45 79M
Financial Services

Welltower Inc

2.41 78M
Real Estate

Voya Financial Inc

2.41 78M
Financial Services

Columbia Short-Term Cash

2.39 78M
Cash and Equivalents

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