Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Value Instl (NAMAX)

13.92
+0.01
+(0.07%)
As of 8:09:24 AM EDT. Market Open.
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  • Previous Close 13.91
  • YTD Return -5.48%
  • Expense Ratio 0.90%
  • Category Mid-Cap Value
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.27B
  • Beta (5Y Monthly) 1.07
  • Yield 1.07%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.04
  • Inception Date Nov 20, 2001

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

2.27B

Net Assets

2001-11-20

Inception Date

More about Columbia Select Mid Cap Value Instl

Performance Overview: NAMAX

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Trailing returns as of 5/16/2025. Category is Mid-Cap Value.

YTD Return

NAMAX
5.48%
Category
21.28%
 

1-Year Return

NAMAX
1.45%
Category
55.83%
 

3-Year Return

NAMAX
5.45%
Category
11.08%
 

5-Year Return

NAMAX
14.76%
Category
11.93%
 

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Holdings: NAMAX

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Sector Weightings

SectorNAMAX
Financial Services   17.21%
Industrials   16.82%
Technology   10.88%
Real Estate   10.13%
Consumer Cyclical   9.32%
Healthcare   9.08%
Utilities   8.48%
Consumer Defensive   5.32%
Communication Services   4.60%
Energy   4.38%
Basic Materials   3.78%
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Recent News: NAMAX

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Research Reports: NAMAX

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