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Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Value R (CMVRX)

11.88
-0.75
(-5.94%)
At close: 8:03:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -12.71%
5y Average Return 16.79%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 4, 2025) 34.73%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 34.73%
Worst 3Y Total Return 3.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMVRX
Category
YTD
-2.72%
21.28%
1-Month
-3.56%
-1.96%
3-Month
-2.72%
4.90%
1-Year
0.39%
55.83%
3-Year
3.78%
11.08%
5-Year
17.79%
11.93%
10-Year
7.51%
10.64%
Last Bull Market
14.72%
25.54%
Last Bear Market
-13.83%
-22.08%

Annual Total Return (%) History

Year
CMVRX
Category
2025
--
--
2024
12.57%
--
2023
10.03%
--
2022
-9.67%
--
2021
31.52%
--
2020
6.32%
2.63%
2019
31.04%
25.18%
2018
-13.73%
-12.86%

2017
13.02%
13.22%
2016
13.72%
18.06%
2015
-5.43%
-5.41%
2014
11.74%
9.31%
2013
34.73%
35.14%
2012
16.30%
16.60%
2011
-4.57%
-3.96%
2010
22.60%
21.92%
2009
31.93%
35.41%
2008
-41.92%
-36.77%
2007
7.12%
0.83%
2006
--
15.87%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.72% -- -- --
2024 9.09% -2.51% 9.41% -3.26%
2023 0.54% 3.95% -6.58% 12.69%
2022 -2.61% -13.83% -3.49% 11.53%
2021 13.36% 4.44% -1.82% 13.15%
2020 -32.87% 18.67% 8.87% 22.58%
2019 16.33% 3.73% 1.95% 6.53%
2018 -2.87% 1.78% 3.10% -15.36%
2017 3.41% 1.71% 1.82% 5.53%
2016 0.91% 3.31% 3.28% 5.62%

2015 1.41% -1.81% -7.49% 2.66%
2014 4.93% 5.67% -2.35% 3.21%
2013 12.30% 2.53% 5.84% 10.55%
2012 11.59% -5.05% 5.61% 3.94%
2011 7.14% -0.23% -21.17% 13.26%
2010 8.04% -11.35% 11.93% 14.36%
2009 -12.04% 17.80% 20.67% 5.52%
2008 -11.39% -0.41% -8.55% -28.03%
2007 5.95% 6.16% -1.70% -3.11%
2006 -1.61% 2.27% 7.52% --

Rank in Category (By Total Return)

YTD 65
1-Month 56
3-Month 65
1-Year 55
3-Year 66
5-Year 44

Load Adjusted Returns

1-Year 0.39%
3-Year 3.78%
5-Year 17.79%
10-Year 7.51%

Performance & Risk

YTD Return -12.71%
5y Average Return 16.79%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Columbia Threadneedle
Net Assets 2.36B
YTD Return -2.72%
Yield 0.54%
Morningstar Rating
Inception Date Nov 20, 2001

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.

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