Columbia Mid Cap Fund Quote
| CMUAX Fund | USD 14.08 0.11 0.78% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Columbia Mid is trading at 14.08 as of the 1st of February 2025; that is 0.78% down since the beginning of the trading day. The fund's open price was 14.19. Columbia Mid has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its 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 funds investment manager believes are undervalued and have the potential for long-term growth. More on Columbia Mid Cap
Moving together with Columbia Mutual Fund
| 0.85 | ILGCX | Columbia Integrated Large | PairCorr |
| 0.84 | ILGGX | Columbia Integrated Large | PairCorr |
| 0.84 | ILGJX | Columbia Integrated Large | PairCorr |
| 0.97 | SSCVX | Columbia Select Smaller | PairCorr |
| 0.9 | ILVBX | Columbia Integrated Large | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Columbia Threadneedle, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Columbia Mid Cap [CMUAX] is traded in USA and was established 1st of February 2025. Columbia Mid is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Columbia Threadneedle family. This fund currently has accumulated 2.49 B in assets under management (AUM) with no minimum investment requirementsColumbia Mid Cap is currently producing year-to-date (YTD) return of 4.08% with the current yeild of 0.01%, while the total return for the last 3 years was 7.35%.
Check Columbia Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Mid Cap Mutual Fund Constituents
| PEG | Public Service Enterprise | Stock | Utilities | |
| UAL | United Airlines Holdings | Stock | Industrials | |
| AMH | American Homes 4 | Stock | Real Estate | |
| DHI | DR Horton | Stock | Consumer Discretionary | |
| FMC | FMC Corporation | Stock | Materials | |
| AES | The AES | Stock | Utilities | |
| FITB | Fifth Third Bancorp | Stock | Financials | |
| RCL | Royal Caribbean Cruises | Stock | Consumer Discretionary |
Columbia Mid Cap Risk Profiles
| Mean Deviation | 0.6625 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.07 | |||
| Risk Adjusted Performance | (0.03) |
Columbia Mid Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Mid financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Mid security.
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