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Columbia Mid Cap Growth W (CMRWX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Mid Cap Growth W (CMRWX) Fund

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Graph of Columbia Mid Cap Growth W Fund (CMRWX) ManagerFund Manager - George J. Myers

Fund Manager Information

Fund Manager Tenure: 13.2 years
Fund Family: Columbia
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Myers is Director of Columbia Management Advisors, LLC. He has been associated with Columbia Advisors or its predecessors since October 2004. Prior to 2004, Mr. Myers was a portfolio manager and analyst at Dresdner RCM Global Investors since 2000. Myers holds the chartered Financial Analyst designation.  Get more insights on George J. Myers

 

Graph of Columbia Mid Cap Growth W Fund (CMRWX) ProfileColumbia Mid Cap Growth W Fund (CMRWX) Profile

Fund Profile and Description

Columbia Mid Cap Growth W Fund seeks significant capital appreciation. Columbia Mid Cap Growth W Fund invests at least 80% of net assets in stocks of companies with a market capitalization in the range of the companies in the Russell Midcap Index at the time of. It invests primarily in common stocks of companies that the Advisor believes have the potential for long-term, above-average earnings growth. Columbia Mid Cap Growth W Fund also may invest up to 20% of net assets in equity securities of companies that have market capitalizations outside the range of the Russell Midcap Index.

 

Columbia Mid Cap Growth W (CMRWX) Fund Strength What we like about Columbia Mid Cap Growth W (CMRWX) Fund

Data for Columbia Mid Cap Growth W Fund (CMRWX) as of May 30, 2016

  • Columbia Mid Cap Growth W Fund (CMRWX) management has been with Columbia Mid Cap Growth W Fund for 13.2 years
  • Columbia Mid Cap Growth W Fund (CMRWX) has good short-term performance (1-year return -4.43% vs -5.73% Mid-Cap Growth category median performance)
  • Columbia Mid Cap Growth W Fund (CMRWX) has good mid-term performance (3-year return 9.14% vs 8.38% Mid-Cap Growth category median performance)
  • Columbia Mid Cap Growth W Fund (CMRWX) ratio of up-years vs down years is greater than 2
  • Columbia Mid Cap Growth W Fund (CMRWX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.02, lower than category average of 13.49
  • Columbia Mid Cap Growth W Fund (CMRWX) has a lower expense ratio than its Mid-Cap Growth average: 1.19% vs 1.28%

Columbia Mid Cap Growth W Fund (CMRWX) Weakness What we are cautious about Columbia Mid Cap Growth W (CMRWX) Fund

Data for Columbia Mid Cap Growth W Fund (CMRWX) as of May 30, 2016

  • Columbia Mid Cap Growth W Fund (CMRWX) has a less-than-ideal Long-term performance (5-year return 6.48% vs 7.70% Mid-Cap Growth category median performance)
  • Columbia Mid Cap Growth W Fund (CMRWX) has a Morningstar rating of 3 and below
  • Columbia Mid Cap Growth W Fund (CMRWX) has an annual stock turnover rate of 101.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Columbia Mid Cap Growth W is more nimble, but also signal potential high tax impact and high trading fees
  • Even though Columbia Mid Cap Growth W Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Columbia Mid Cap Growth W Fund (CMRWX) performance details as of May 30, 2016

 

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Compare Columbia Mid Cap Growth W Fund (CMRWX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Mid Cap Growth W-0.73-4.439.146.48
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Columbia Mid Cap Growth W Fund (CMRWX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Columbia Mid Cap Growth W Fund (CMRWX) Net Asset TrackingColumbia Mid Cap Growth W (CMRWX) Fund Net Asset

Track net asset change of Columbia Mid Cap Growth W fund (CMRWX)

DateNet Asset
05/2016$1.88B
03/2016$1.91B
02/2016$1.79B
More historic net asset information on Columbia Mid Cap Growth W Fund (CMRWX)

  

Graph of Columbia Mid Cap Growth W Fund (CMRWX) Portfolio TrackingColumbia Mid Cap Growth W (CMRWX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Mid Cap Growth W fund (CMRWX)

DateCashStockBondOther
04/20164.17%95.83%0%0%
02/20162.9%97.1%0%0%
01/20163.37%96.63%0%0%
Click here to see more historic asset allocation information on Columbia Mid Cap Growth W Fund (CMRWX)

 

graph of Columbia Mid Cap Growth W Fund (CMRWX) Top 10 Position TrackingTop 10 Holdings in Columbia Mid Cap Growth W (CMRWX) Fund

Discover what Columbia Mid Cap Growth W Fund (CMRWX) manager is buying

Apr 29, 2016
Constellation Brands, Inc. Comm [1.61%]
Foot Locker, Inc. [1.58%]
Electronic Arts Inc. [1.51%]
Signature Bank [1.45%]
Palo Alto Networks, Inc. Common [1.43%]
Dollar General Corporation Comm [1.4%]
Crown Castle International Corp [1.39%]
Delphi Automotive PLC [1.33%]
Ross Stores, Inc. [1.31%]

Feb 28, 2016
Electronic Arts Inc. [1.81%]
Dollar General Corporation Comm [1.68%]
Sherwin-Williams Company (The) [1.65%]
Constellation Brands, Inc. Comm [1.57%]
Ross Stores, Inc. [1.53%]
Signature Bank [1.5%]
Delphi Automotive PLC [1.5%]
Crown Castle International Corp [1.46%]
Intuit Inc. [1.33%]
Alaska Air Group, Inc. Common S [1.32%]

Jan 30, 2016
Sherwin-Williams Company (The) [2.03%]
Foot Locker, Inc. [1.89%]
Dollar General Corporation Comm [1.89%]
Signature Bank [1.76%]
Constellation Brands, Inc. Comm [1.68%]
Activision Blizzard, Inc [1.58%]
Electronic Arts Inc. [1.57%]
Ross Stores, Inc. [1.56%]
Palo Alto Networks, Inc. Common [1.53%]
Crown Castle International Corp [1.45%]
Click here for Stock Holding Change Map in Columbia Mid Cap Growth W Fund (CMRWX)

  

Latest News on Columbia Mid Cap Growth W (CMRWX) Fund

See what is happening with Columbia Mid Cap Growth W Fund (CMRWX)

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