About CVERX
Columbia Select Mid Cap Value Fund Institutional 2 Class is a mutual fund focused on delivering long-term capital appreciation by investing primarily in mid-sized U.S. companies that are considered undervalued by the market. The fund targets stocks within the mid-cap segment, a space known for balancing growth potential and established operational stability. Its investment approach emphasizes rigorous fundamental analysis to identify companies trading below their intrinsic worth, often providing exposure across diverse sectors including financials, industrials, consumer discretionary, and utilities. The fund is actively managed, with its portfolio allocations adapting based on evolving market conditions and value-driven opportunities. The Columbia Select Mid Cap Value Fund Institutional 2 Class is designed for institutional investors, offering competitive features such as professional management, sector diversification, and potential for risk-adjusted returns relative to the broader mid-cap value segment. Its performance is typically measured against the Russell Mid Cap Value Index, making it relevant for investors seeking targeted exposure to undervalued mid-cap equities within the U.S. market.
Fund Family Columbia Threadneedle
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CVERX
Share Class Institutional 2 Class
Index Russell MidCap Value TR
CVERX had a total return of 34.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.44%.
