About CMVRX
Columbia Select Mid Cap Value Fund Class R is a mutual fund that aims to achieve long-term capital appreciation by investing primarily in a concentrated portfolio of mid-cap value companies. The fund seeks out businesses that are considered undervalued relative to their intrinsic worth and exhibit potential for sustainable earnings growth. While its core holdings are U.S. mid-cap value stocks, the fund may allocate up to 20% of its assets to foreign securities, adding an element of geographic diversification to its portfolio. Key sectors represented include financials, industrials, consumer discretionary, real estate, and information technology, providing broad exposure across the mid-cap market segment. The portfolio is managed using a high-conviction, low-turnover approach, with a focus on identifying catalysts that could unlock future value. Managed by Columbia Management Investment Advisers, the fund plays a strategic role for investors seeking exposure to mid-sized, value-oriented companies that may be overlooked by the broader market, offering the potential for strong risk-adjusted returns over time.
Fund Family Columbia Threadneedle
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CMVRX
Share Class Class R
Index Russell MidCap Value TR
CMVRX had a total return of 29.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.96%.
