Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Value Instl 3 (CMVYX)

13.67 +0.04 (+0.29%)
At close: April 26 at 8:01 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Mid Atlantic Capital Group
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Mid-Cap Value
Fund Family Columbia Threadneedle
Net Assets 2.6B
YTD Return 9.30%
Yield 1.12%
Morningstar Rating
Inception Date Nov 20, 2001

Performance & Risk

YTD Return 5.97%
5y Average Return 10.43%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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