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Columbia Mid Cap Value A Fund (CMUAX)

Fund performance review and position details on Columbia Mid Cap Value A Fund (CMUAX)

    Last Trade: $ on , Change: (0%)

Columbia Mid Cap Value A Fund (CMUAX) HighlightColumbia Mid Cap Value A Fund (CMUAX) Fund Summary

Columbia Mid Cap Value A Fund (CMUAX) statistics as of May 30, 2016

Category: Mid-Cap Value
Fund Family: Columbia
Net Asset: $2.82B
Yield: 0.3%
Year-to-Date Return: 4.50%
Morningstar rating: 3

 

Columbia Mid Cap Value A Fund (CMUAX) CostColumbia Mid Cap Value A Fund (CMUAX) Cost

Columbia Mid Cap Value A Fund (CMUAX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Mid-Cap Value average): 1.18% (1.18%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 47.00%

 

Columbia Mid Cap Value A Fund (CMUAX) PerformanceColumbia Mid Cap Value A Fund (CMUAX) Performance

Most current Columbia Mid Cap Value A Fund (CMUAX) Performance

1-month Performance (Mid-Cap Value category median performance): 1.83% (1.79%)
3-month Performance (Mid-Cap Value category median performance): 12.53% (12.26%)
1 Year Performance (Mid-Cap Value category median performance): -2.57% (-3.20%)
3 Year Performance (Mid-Cap Value category median performance): 8.81% (8.20%)
5 Year Performance (Mid-Cap Value category median performance): 8.91% (8.87%)
Number of Years of positive return: 10 years
Number of Years of negative return: 4 years
3 year Alpha (Mid-Cap Value category average): -1.65 (-2.7)
3 year Beta (Mid-Cap Value category average): 0.97 (1)
3 year Sharpe Ratio: 0.76
3 year Treynor: 9

Columbia Mid Cap Value A Fund (CMUAX) topholdingTop Stock Holdings in Columbia Mid Cap Value A Fund (CMUAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Synchrony Financial Common Stoc2.64%0.00%
Fifth Third Bancorp2.43%0.00%
M&T Bank Corporation Common Sto2.34%0.00%
Edison International Common Sto2.11%0.00%
Zimmer Biomet Holdings, Inc. Co2.07%0.00%
Hartford Financial Services Gro1.97%0.00%
Ingersoll-Rand plc (Ireland)1.96%0.00%
Steel Dynamics, Inc.1.9%0.00%
Portland General Electric Co Co1.82%0.00%
Great Plains Energy Incorporate1.77%0.00%
*Note: The price change will reset to 0 after the midnight

 

Columbia Mid Cap Value A Fund (CMUAX) Portfolio AllocationColumbia Mid Cap Value A Fund (CMUAX) Fund Portfolio Allocation

Columbia Mid Cap Value A Fund (CMUAX) Fund Portfolio Allocation data as of 04/2016

Stock97.09%
Bond0%
Cash1.87%
Other0%

 

Columbia Mid Cap Value A Fund (CMUAX) CompareCompare with other Mid-Cap Value category mutual funds

Below are some additional Mid-Cap Value mutual funds generated out of our database

Fund1 Year3 year5 year
Columbia Mid Cap Value A-2.578.818.91
American Century Mid Cap Value C (ACCLX)4.3411.1311.06 Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)3.3910.7310.75 Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)0.4912.5512.11 Compare

See top fund managers for Mid-Cap Value Category Funds

 

Columbia Mid Cap Value A Fund (CMUAX) PerformanceOther Financial Data Web Sites on Columbia Mid Cap Value A Fund (CMUAX)

Addition research sites for Columbia Mid Cap Value A Fund (CMUAX)

 

Columbia Mid Cap Value A Fund (CMUAX) Related ResourcesSee more information on Columbia Mid Cap Value A (CMUAX) Fund

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