Columbia Select Mid Cap Value Fund Institutional 2 Class
CVERX
NASDAQ
| Weiss Ratings | CVERX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CVERX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Jonas Patrikson (11), Kari L. Montanus (7) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CVERX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Select Mid Cap Value Fund Institutional 2 Class | |||
| Category | Mid-Cap Value | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 08, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CVERX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.74% | |||
| Dividend | CVERX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.66% | |||
| Asset Allocation | CVERX-NASDAQ | Click to Compare |
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| Cash | 1.79% | |||
| Stock | 98.21% | |||
| U.S. Stock | 93.75% | |||
| Non-U.S. Stock | 4.46% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CVERX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.03% | |||
| 30-Day Total Return | -3.44% | |||
| 60-Day Total Return | 3.24% | |||
| 90-Day Total Return | 6.54% | |||
| Year to Date Total Return | 8.06% | |||
| 1-Year Total Return | 32.51% | |||
| 2-Year Total Return | 29.20% | |||
| 3-Year Total Return | 53.23% | |||
| 5-Year Total Return | 61.44% | |||
| Price | CVERX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CVERX-NASDAQ | Click to Compare |
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| Nav | $16.64 | |||
| 1-Month Low NAV | $16.07 | |||
| 1-Month High NAV | $17.33 | |||
| 52-Week Low NAV | $12.27 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.61 | |||
| 52-Week High Price (Date) | Feb 26, 2026 | |||
| Beta / Standard Deviation | CVERX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 15.90 | |||
| Balance Sheet | CVERX-NASDAQ | Click to Compare |
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| Total Assets | 2.75B | |||
| Operating Ratios | CVERX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.80% | |||
| Turnover Ratio | 10.00% | |||
| Performance | CVERX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.14% | |||
| Last Bear Market Total Return | -13.76% | |||