CMVYX Mutual Fund

CMVYX Mutual Fund (Columbia Select Mid Cap Value Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $699.8M in net assets. CMVYX expense ratio is 0.75%, holding 49 positions across sectors including Information Technology, Financials, Materials. Inception date: 2009-07-15.

CMVYX performance shows a YTD return of 25.33%. The 1-year return is 35.71% and the 5-year return is 12.68%. CMVYX dividend yield stands at 6.09%, paid quarterly.

CMVYX top holdings include Corning Inc. (3.7%), Marathon Petroleum Corp (3.5%), On Semiconductor Corp (2.9%), Entergy Corp. (2.8%), Itt Inc (2.7%). 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.