About CMUAX
Columbia Select Mid Cap Value Fund Class A is a diversified mutual fund focused on achieving long-term capital appreciation. The fund primarily invests in equity securities of U.S. companies with medium-sized market capitalizations, typically between $1 billion and $10 billion, as defined by the Russell Midcap Value Index. Targeting undervalued firms with the potential for long-term growth, it employs an actively managed strategy that combines value and growth approaches, seeking companies where market expectations may underestimate future earnings potential. The fund may allocate up to 20% of its assets to foreign securities, enhancing diversification. Its portfolio commonly consists of around 50 holdings, with the top ten accounting for nearly 30% of assets, spanning sectors such as real estate, utilities, industrials, healthcare, and technology. Managed by an experienced team, Columbia Select Mid Cap Value Fund Class A plays a significant role in providing investors with access to U.S. mid-cap value stocks, filling an important niche between large-cap stability and small-cap growth potential within diversified investment portfolios.
Fund Family Columbia Threadneedle
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CMUAX
Share Class Class A
Index Russell MidCap Value TR
CMUAX had a total return of 33.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.98%.
