CMUCX Mutual Fund

CMUCX Mutual Fund (Columbia Select Mid Cap Value Fund Class C) is managed by Columbia Threadneedle Investments with $8.8M in net assets. CMUCX expense ratio is 1.88%, holding 49 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2001-11-20.

CMUCX performance shows a YTD return of 24.50%. The 1-year return is 34.11% and the 5-year return is 11.42%. CMUCX dividend yield stands at 6.21%, paid quarterly.

CMUCX top holdings include Marathon Petroleum Corp. (4.1%), Popular Inc (2.7%), Ametek Inc. (2.6%), Devon Energy Corp. (2.6%), Entergy Corp. (2.6%). Go to all CMUCX holdings, CMUCX sectors, or CMUCX dividends.

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