Morningstar

Columbia Select Mid Cap Value Instl NAMAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.88  /  +0.13 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.96%
  • Turnover 15%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis NAMAX

Will NAMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NAMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NAMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NAMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound approach gives this strategy a fighting chance.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Select Mid Cap Value’s compact team uses a reasonable, well-executed approach. The strategy remains a decent option at the right price.

by David Carey
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Portfolio Holdings NAMAX

More NAMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AMETEK Inc

3.04 79.7 Mil
Industrials

CACI International Inc Class A

2.92 76.4 Mil
Technology

Ingersoll Rand Inc

2.85 74.6 Mil
Industrials

ITT Inc

2.82 74.0 Mil
Industrials

Marathon Petroleum Corp

2.82 73.9 Mil
Energy

Entergy Corp

2.62 68.6 Mil
Utilities

Corning Inc

2.43 63.7 Mil
Technology

D.R. Horton Inc

2.39 62.7 Mil
Consumer Cyclical

Reinsurance Group of America Inc

2.38 62.5 Mil
Financial Services

Welltower Inc

2.33 61.0 Mil
Real Estate

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