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Columbia Select Mid Cap Value C (CMUCX)
10.47
-0.38
(-3.50%)
As of 8:09:09 AM EDT. Market Open.
Fund Summary
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 Select Mid Cap Value C
Boston MA 02111
One Financial Center
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.36B |
| YTD Return | -2.84% |
| Yield | 0.09% |
| Morningstar Rating | |
| Inception Date | Nov 20, 2001 |
Fund Operations
| Last Dividend | 0.00 |
| Last Cap Gain | 28.00 |
| Holdings Turnover | 15.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | CMUCX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.90% | 1.01% |
| Prospectus Net Expense Ratio | 1.90% | -- |
| Prospectus Gross Expense Ratio | 1.90% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.38% |
| Max Deferred Sales Load | -- | 1.14% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Kari L. Montanus, Lead Manager since May 01, 2018
Kari Montanus is a portfolio manager on the Columbia Focused Value Team at Columbia Threadneedle Investments. Ms. Montanus joined one of the Columbia Threadneedle Investments legacy firms in 2003. Previously, she worked for Goldman Sachs & Co. as a vice president of investment research. Prior to that, she was an associate analyst of equity research for Morgan Stanley Dean Witter & Co. and for Morgan Stanley & Company in their Tokyo, Japan office. Ms. Montanus received a B.A. in international relations from Stanford University and an MBA in finance from The Wharton School, University of Pennsylvania. Morningstar Style Box
Morningstar Category
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