About CMVYX
Columbia Select Mid Cap Value Fund Institutional Class 3 is an actively managed mutual fund that specializes in mid-cap value equities. Its central objective is to achieve long-term capital appreciation by investing primarily in undervalued, medium-sized U.S. companies, typically those within the market capitalization range of the Russell Midcap Value Index. The fund uses a bottom-up, fundamental analysis approach to identify companies considered attractively priced relative to their intrinsic value and growth prospects. Its diversified portfolio spans various sectors, with notable holdings in utilities, industrials, financial services, real estate, and technology. The fund may allocate up to 20% of its assets to foreign securities and can include real estate investment trusts as part of its strategy. Known for a disciplined investment style, moderate turnover, and a below-average distribution fee level, the fund seeks to balance steady returns with active management. Serving institutional investors, it plays a key role for those aiming to capture the potential of mid-cap value stocks within a professionally managed, diversified fund structure.
Fund Family Columbia Threadneedle
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CMVYX
Share Class Institutional 3 Class
Index Russell MidCap Value TR
CMVYX had a total return of 36.46% in the past year, including dividends.
Since the fund's inception, the average annual return has been 12.98%.
