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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
Investment Information
- Min Initial Investment
- 2,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Commonwealth Universe
- Mid Atlantic Capital Group
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Mid Atlantic Clearing and Settlement
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.
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 |
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 |
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