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Columbia Mid Cap Value A (CMUAX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Mid Cap Value A (CMUAX) Fund

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

 

Graph of Columbia Mid Cap Value A Fund (CMUAX) ManagerFund Manager - David Hoffman

Fund Manager Information

Fund Manager Tenure: 15.5 years
Similar Funds: CMUBX  CMUCX  CMUWX 
Fund Family: Columbia
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Columbia Mid Cap Value A Fund (CMUAX) ProfileColumbia Mid Cap Value A Fund (CMUAX) Profile

Fund Profile and Description

Columbia Mid Cap Value A Fund seeks to provide long-term growth of capital. Columbia Mid Cap Value A Fund normally invests at least 80% of net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell Midcap Value Index at the time of purchase, that the Advisor believes are undervalued and have the potential for long-term growth. It may invest up to 20% of total assets in foreign securities. Columbia Mid Cap Value A Fund also may invest in real estate investment trusts.

 

Columbia Mid Cap Value A (CMUAX) Fund Strength What we like about Columbia Mid Cap Value A (CMUAX) Fund

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

  • Columbia Mid Cap Value A Fund (CMUAX) management has been with Columbia Mid Cap Value A Fund for 15.5 years
  • Columbia Mid Cap Value A Fund (CMUAX) has good short-term performance (1-year return -2.57% vs -3.20% Mid-Cap Value category median performance)
  • Columbia Mid Cap Value A Fund (CMUAX) has good mid-term performance (3-year return 8.81% vs 8.20% Mid-Cap Value category median performance)
  • Columbia Mid Cap Value A Fund (CMUAX) has good Long-term performance (5-year return 8.91% vs 8.87% Mid-Cap Value category median performance)
  • Columbia Mid Cap Value A Fund (CMUAX) ratio of up-years vs down years is greater than 2
  • Asset base in Columbia Mid Cap Value A Fund (CMUAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia Mid Cap Value A Fund (CMUAX) has an annual stock turnover rate of 47.00% vs Mid-Cap Value average of 53.78%. It is good that Columbia Mid Cap Value A management does not trade extensively for its return.
  • Columbia Mid Cap Value A Fund (CMUAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12, lower than category average of 12.6

Columbia Mid Cap Value A Fund (CMUAX) Weakness What we are cautious about Columbia Mid Cap Value A (CMUAX) Fund

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

  • Columbia Mid Cap Value A Fund (CMUAX) has a Morningstar rating of 3 and below
  • Columbia Mid Cap Value A Fund (CMUAX) carries a 5.75% load
See Columbia Mid Cap Value A Fund (CMUAX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Mid Cap Value A4.50-2.578.818.91
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Columbia Mid Cap Value A Fund (CMUAX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Columbia Mid Cap Value A Fund (CMUAX) Net Asset TrackingColumbia Mid Cap Value A (CMUAX) Fund Net Asset

Track net asset change of Columbia Mid Cap Value A fund (CMUAX)

DateNet Asset
05/2016$2.82B
03/2016$2.80B
02/2016$2.61B
More historic net asset information on Columbia Mid Cap Value A Fund (CMUAX)

  

Graph of Columbia Mid Cap Value A Fund (CMUAX) Portfolio TrackingColumbia Mid Cap Value A (CMUAX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Mid Cap Value A fund (CMUAX)

DateCashStockBondOther
04/20161.87%97.09%0%0%
02/20161.57%97.61%0%0%
01/20161.27%98.73%0%0%
Click here to see more historic asset allocation information on Columbia Mid Cap Value A Fund (CMUAX)

 

graph of Columbia Mid Cap Value A Fund (CMUAX) Top 10 Position TrackingTop 10 Holdings in Columbia Mid Cap Value A (CMUAX) Fund

Discover what Columbia Mid Cap Value A Fund (CMUAX) manager is buying

Apr 29, 2016
Synchrony Financial Common Stoc [2.64%]
Fifth Third Bancorp [2.43%]
M&T Bank Corporation Common Sto [2.34%]
Edison International Common Sto [2.11%]
Zimmer Biomet Holdings, Inc. Co [2.07%]
Hartford Financial Services Gro [1.97%]
Ingersoll-Rand plc (Ireland) [1.96%]
Steel Dynamics, Inc. [1.9%]
Portland General Electric Co Co [1.82%]
Great Plains Energy Incorporate [1.77%]

Feb 28, 2016
Edison International Common Sto [2.52%]
Synchrony Financial Common Stoc [2.52%]
Fifth Third Bancorp [2.19%]
M&T Bank Corporation Common Sto [2.19%]
Great Plains Energy Incorporate [2.17%]
Hartford Financial Services Gro [2.02%]
Portland General Electric Co Co [1.89%]
Zimmer Biomet Holdings, Inc. Co [1.87%]
Ingersoll-Rand plc (Ireland) [1.8%]
PP&L Corporation Common Stock [1.72%]

Jan 30, 2016
J.M. Smucker Company (The) New [2.54%]
M&T Bank Corporation Common Sto [2.36%]
Synchrony Financial Common Stoc [2.29%]
Edison International Common Sto [2.28%]
Fifth Third Bancorp [2.11%]
Great Plains Energy Incorporate [2.07%]
Portland General Electric Co Co [1.93%]
Hartford Financial Services Gro [1.92%]
Zimmer Biomet Holdings, Inc. Co [1.92%]
Teleflex Incorporated Common St [1.9%]
Click here for Stock Holding Change Map in Columbia Mid Cap Value A Fund (CMUAX)

  

Latest News on Columbia Mid Cap Value A (CMUAX) Fund

See what is happening with Columbia Mid Cap Value A Fund (CMUAX)

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

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