CMVRX Mutual Fund

CMVRX Mutual Fund (Columbia Select Mid Cap Value Fund Class R) is managed by Columbia Threadneedle Investments with $33.9M in net assets. CMVRX expense ratio is 1.38%, holding 49 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2006-01-23.

CMVRX performance shows a YTD return of 24.87%. The 1-year return is 34.83% and the 5-year return is 11.98%. CMVRX dividend yield stands at 5.59%, paid quarterly.

CMVRX top holdings include Marathon Petroleum Corp. (4.1%), Popular Inc (2.7%), Ametek Inc. (2.6%), Devon Energy Corporation 4.75 05/15/2042 (2.6%), Entergy Corp. (2.6%). Go to all CMVRX holdings, CMVRX sectors, or CMVRX dividends.

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