CVERX Mutual Fund

CVERX Mutual Fund (Columbia Select Mid Cap Value Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $90.9M in net assets. CVERX expense ratio is 0.80%, holding 49 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2012-11-08.

CVERX performance shows a YTD return of 25.22%. The 1-year return is 35.58% and the 5-year return is 12.64%. CVERX dividend yield stands at 3.81%, paid quarterly.

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

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