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.
Columbia Select Mid Cap Value Instl NAMAX
- NAV / 1-Day Return 13.66 / −0.87 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.880%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Mid Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.00%
- Turnover 15%
USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 10:57 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Ingersoll Rand Inc | 3.58 | 88.2 Mil | Industrials |
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ITT Inc | 3.06 | 75.2 Mil | Industrials |
CACI International Inc Class A | 3.05 | 75.0 Mil | Technology |
Devon Energy Corp | 2.51 | 61.8 Mil | Energy |
Entergy Corp | 2.47 | 60.6 Mil | Utilities |
Discover Financial Services | 2.45 | 60.3 Mil | Financial Services |
The Carlyle Group Inc | 2.43 | 59.8 Mil | Financial Services |