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Columbia Select Mid Cap Value Fund Class A: (MF: CMUAX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$13.87 USD
-0.20 (-1.42%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.90 | 88 |
| 3 months | 5.69 | 51 |
| 6 months | 2.90 | 88 |
| 1 Year | 8.94 | 83 |
| 3 Year | 11.35 | 72 |
| 5 Year | 15.06 | 36 |
| 10 Year | 7.01 | 87 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 159.93 |
| Bear Market (10/07 - 2/09) | -54.67 |
| Bull Market (2/09 - 3/21) | 562.40 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 3.01 |
| 5 Year | 13.78 |
| 10 Year | 6.42 |
| Since Inception | 8.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.63 | 5.69 | NA | NA |
| 2024 | 9.18 | -2.35 | 9.41 | -3.24 |
| 2023 | 0.60 | 4.07 | -6.55 | 12.68 |
| 2022 | -2.53 | -13.83 | -3.40 | 11.62 |
| 2021 | 13.45 | 3.18 | -1.75 | 13.22 |
| 2020 | -32.89 | 18.85 | 9.01 | 22.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.90 | 12.85 | 10.25 | -9.45 | 30.22 | 6.53 | 31.21 | -13.48 | 13.28 | 11.49 | -14.85 |
| % Total Return Rel to Index | -3.30 | -12.16 | -15.99 | 8.75 | 1.54 | -11.86 | -0.27 | -9.08 | -8.50 | -0.43 | -16.24 |
| % Total Return Rel to Peer | -3.35 | -2.98 | -5.03 | 1.34 | 5.88 | -1.67 | 5.57 | -5.91 | -4.12 | 0.17 | -11.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 1.00 | 3.00 | 1.00 | 5.00 | 4.00 | 4.00 | 5.00 |
| % Dividends | 0.04 | 0.11 | 0.10 | 0.07 | 0.04 | 0.07 | 0.09 | 0.06 | 0.14 | 0.10 | 0.04 |
| % Yield | 0.33 | 0.73 | 0.76 | 0.53 | 0.26 | 0.59 | 0.81 | 0.49 | 0.84 | 0.66 | 0.30 |
| Capital Gains ($) | 0.26 | 0.82 | 0.05 | 0.66 | 1.00 | 0.28 | 0.25 | 3.11 | 2.70 | 0.73 | 0.70 |
| Expense Ratio | 1.13 | 1.12 | 1.12 | 1.13 | 1.15 | 1.16 | 1.17 | 1.18 | 1.17 | 1.18 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%