Columbia Select Mid Cap Value Fund Institutional Class
NAMAX
NASDAQ
| Weiss Ratings | NAMAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | NAMAX-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 | NAMAX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Select Mid Cap Value Fund Institutional Class | |||
| Category | Mid-Cap Value | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 20, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | NAMAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.92% | |||
| Dividend | NAMAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.05% | |||
| Asset Allocation | NAMAX-NASDAQ | Click to Compare |
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| Cash | 1.09% | |||
| Stock | 98.91% | |||
| U.S. Stock | 96.33% | |||
| Non-U.S. Stock | 2.58% | |||
| 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 | NAMAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.86% | |||
| 30-Day Total Return | 5.14% | |||
| 60-Day Total Return | 7.99% | |||
| 90-Day Total Return | 12.22% | |||
| Year to Date Total Return | 4.28% | |||
| 1-Year Total Return | 10.66% | |||
| 2-Year Total Return | 23.78% | |||
| 3-Year Total Return | 39.23% | |||
| 5-Year Total Return | 109.43% | |||
| Price | NAMAX-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 | NAMAX-NASDAQ | Click to Compare |
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| Nav | $14.01 | |||
| 1-Month Low NAV | $13.43 | |||
| 1-Month High NAV | $14.02 | |||
| 52-Week Low NAV | $11.68 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.52 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | NAMAX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 18.70 | |||
| Balance Sheet | NAMAX-NASDAQ | Click to Compare |
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| Total Assets | 2.42B | |||
| Operating Ratios | NAMAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.90% | |||
| Turnover Ratio | 10.00% | |||
| Performance | NAMAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.15% | |||
| Last Bear Market Total Return | -13.79% | |||