Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Value C (CMUCX)

10.98
-0.66
(-5.67%)
As of 8:08:44 AM EDT. Market Open.
Loading Chart for CMUCX
  • Previous Close 11.64
  • YTD Return 0.76%
  • Expense Ratio 1.90%
  • Category Mid-Cap Value
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.47B
  • Beta (5Y Monthly) 1.04
  • Yield 0.10%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend 0.00
  • Inception Date Oct 2, 2024

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.

Columbia Threadneedle

Fund Family

Mid-Cap Value

Fund Category

2.47B

Net Assets

2024-10-02

Inception Date

Performance Overview: CMUCX

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Trailing returns as of 4/2/2025. Category is Mid-Cap Value.

YTD Return

CMUCX
0.76%
Category
21.28%
 

1-Year Return

CMUCX
9.44%
Category
55.83%
 

3-Year Return

CMUCX
4.79%
Category
11.08%
 

5-Year Return

CMUCX
12.27%
Category
11.93%
 

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Holdings: CMUCX

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Sector Weightings

SectorCMUCX
Industrials   17.28%
Technology   11.10%
Real Estate   10.04%
Healthcare   8.54%
Utilities   7.81%
Energy   4.58%

Recent News: CMUCX

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Research Reports: CMUCX

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