Investment objective & strategy
As of June 26, 2025 · prospectusObjective. Columbia Select Mid Cap Value Fund (the Fund) seeks long-term capital appreciation.
Strategy. Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell Midcap Value Index (the Index) at the time of purchase (between $ 185.2 million and $ 93.7 billion as of May 31, 2025 ) that the Funds investment manager believes are undervalued and have the potential for long-term growth. The market capitalization range and composition of companies in the Index are subject to change. The Fund may invest up to 20% of its total assets in foreign securities. The Fund normally invests in common stocks and also may invest in … Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell Midcap Value Index (the Index) at the time of purchase (between $ 185.2 million and $ 93.7 billion as of May 31, 2025 ) that the Funds investment manager believes are undervalued and have the potential for long-term growth. The market capitalization range and composition of companies in the Index are subject to change. The Fund may invest up to 20% of its total assets in foreign securities. The Fund normally invests in common stocks and also may invest in real estate investment trusts. The Fund may at times emphasize one or more sectors in selecting its investments, including the financials and industrials sectors. The Fund may hold a small number of securities, consistent with its value investment approach. Generally, the Fund anticipates holding between 30 and 50 securities in its portfolio; however, the Fund may hold, at any time, more or fewer securities than noted in this range.
Top holdings
As of Feb. 28, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| CORNING INC | — | $111.19M | 3.83% |
| ENTERGY CORP | — | $96.72M | 3.33% |
| AMETEK INC NEW | — | $85.25M | 2.94% |
| ITT INC | — | $85.01M | 2.93% |
| AMEREN CORP | — | $84.38M | 2.91% |
| MARATHON PETROLEUM CORP | — | $84.19M | 2.90% |
| SOUTHWEST AIRLINES CO | — | $77.78M | 2.68% |
| WELLTOWER INC | — | $77.24M | 2.66% |
| DEVON ENERGY CORP | — | $75.85M | 2.61% |
| TERADYNE INC | — | $72.27M | 2.49% |
Portfolio moves
Nov 30, 2025 → Feb 28, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Columbia Variable Portfolio - Select Mid Cap Value Fund | 95% | 0.82% |
| Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX | 15% | 0.78% |
| TCW Relative Value Mid Cap Fund · TGVOX, TGVNX | 15% | 0.85% |
Advisers
| Firm | Role |
|---|---|
| Columbia Management Investment Advisers, LLC | Adviser |
Footnotes
- Expense ratio as of June 26, 2025, from the fund's prospectus.
- Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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