Columbia Select Mid Cap Value Fund Class C: (MF: CMUCX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$11.93 USD
-0.18 (-1.49%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.44 | 91 |
3 months | 5.44 | 53 |
6 months | 2.44 | 91 |
1 Year | 8.15 | 87 |
3 Year | 10.51 | 78 |
5 Year | 14.15 | 45 |
10 Year | 7.59 | 83 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 107.50 |
Bear Market (10/07 - 2/09) | -55.12 |
Bull Market (2/09 - 3/21) | 566.71 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 7.07 |
5 Year | 14.15 |
10 Year | 7.59 |
Since Inception | 7.28 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -2.84 | 5.44 | NA | NA |
2024 | 8.98 | -2.59 | 9.24 | -3.35 |
2023 | 0.38 | 3.87 | -6.77 | 12.52 |
2022 | -2.67 | -13.96 | -3.65 | 11.51 |
2021 | 13.21 | 2.81 | -1.98 | 12.96 |
2020 | -32.83 | 18.51 | 8.72 | 22.43 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.44 | 12.07 | 9.39 | -10.03 | 28.86 | 5.96 | 30.08 | -14.09 | 12.52 | 13.08 | -5.88 |
% Total Return Rel to Index | -3.76 | -12.95 | -16.85 | 8.17 | 0.18 | -12.43 | -1.40 | -9.69 | -9.27 | 1.14 | -7.27 |
% Total Return Rel to Peer | -3.81 | -3.77 | -5.89 | 0.76 | 4.52 | -2.24 | 4.44 | -6.52 | -4.88 | 1.75 | -2.66 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 1.00 | 3.00 | 2.00 | 5.00 | 5.00 | 3.00 | 5.00 |
% Dividends | 0.00 | 0.01 | 0.01 | 0.00 | 0.00 | 0.01 | 0.02 | 0.00 | 0.05 | 0.03 | 0.00 |
% Yield | 0.02 | 0.09 | 0.08 | 0.00 | 0.00 | 0.11 | 0.18 | 0.00 | 0.35 | 0.24 | 0.00 |
Capital Gains ($) | 0.26 | 0.82 | 0.05 | 0.66 | 1.00 | 0.28 | 0.25 | 3.11 | 2.70 | 1.04 | 2.28 |
Expense Ratio | 1.87 | 1.87 | 1.87 | 1.88 | 1.90 | 1.92 | 1.92 | 1.92 | 1.92 | 1.93 | 1.91 |
* 1 = Top 20%, 5 = Bottom 20%