CVERX Mutual Fund (Columbia Select Mid Cap Value Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $91.5M in net assets. CVERX expense ratio is 0.80%, holding 49 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2012-11-08.

CVERX performance shows a YTD return of 22.28%. The 1-year return is 37.15% and the 5-year return is 12.38%. CVERX dividend yield stands at 4.01%, paid quarterly.

CVERX top holdings include Marathon Petroleum Corp. (3.8%), Entergy Corp. (3.7%), Corning Inc. (3.3%), Devon Energy Corp. (3.2%), Ameren Corp. (3.0%). View all CVERX holdings, sector breakdown, or dividend history.

CVERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CVERX alternatives are available via the screener, along with tax-loss harvesting opportunities.