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Morningstar

Columbia Select Mid Cap Value Instl NAMAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 13.38  /  −0.37 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.99%
  • Turnover 30%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NAMAX

Will NAMAX outperform in 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 process that’s working.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Columbia Select Mid Cap Value’s distinct approach keeps volatility in check, and its team, though experienced, could use more help. The strategy remains a decent option at the right price.

by Sachin Nagarajan
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 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

3.63 94.2 Mil
Energy

Trane Technologies PLC Class A

3.51 91.0 Mil
Industrials

Ingersoll Rand Inc

3.46 89.7 Mil
Industrials

AMETEK Inc

3.39 88.0 Mil
Industrials

ITT Inc

3.05 79.1 Mil
Industrials

CACI International Inc Class A

2.73 70.7 Mil
Technology

The Carlyle Group Inc

2.60 67.3 Mil
Financial Services

Discover Financial Services

2.41 62.4 Mil
Financial Services

Hyatt Hotels Corp Class A

2.34 60.7 Mil
Consumer Cyclical

Devon Energy Corp

2.34 60.6 Mil
Energy