Nasdaq - Delayed Quote • USD
Columbia Select Mid Cap Value Instl 3 (CMVYX)
At close: April 26 at 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.67% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CMVYX | Category Average | CMVYX | Category Average | CMVYX | Category Average | |
| Alpha | -2.16 | -0.09 | -3.37 | -0.07 | -4.08 | -0.06 |
| BETA | 0.99 | 0.01 | 1.12 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.85 | 0.01 | 1.17 | 0.01 | 0.86 | 0.01 |
| R-squared | 78.54 | 0.85 | 82.08 | 0.82 | 82.25 | 0.84 |
| Standard Deviation | 19.55 | 0.25 | 22.6 | 0.2 | 18.09 | 0.17 |
| Sharpe Ratio | 0.37 | 0.01 | 0.52 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | 5.75 | 0.08 | 8.84 | 0.09 | 6.95 | 0.09 |
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