CMVYX Mutual Fund

CMVYX Mutual Fund (Columbia Select Mid Cap Value Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $704.8M in net assets. CMVYX expense ratio is 0.75%, holding 51 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2009-07-15.

CMVYX performance shows a YTD return of 19.78%. The 1-year return is 24.60% and the 5-year return is 12.65%. CMVYX dividend yield stands at 0.85%, paid quarterly.

CMVYX top holdings include Marathon Petroleum Corp (4.2%), Devon Energy Corp. (2.8%), Columbia Short Term Cash Fund (2.7%), Popular Inc (2.6%), Itt Inc (2.5%). Go to all CMVYX holdings, CMVYX sectors, or CMVYX dividends.

CMVYX can be compared against other funds. Use CMVYX overlap to find shared positions, or CMVYX vs another fund for a side-by-side view. CMVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.