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Columbia Select Mid Cap Value Fund Institutional 2 Class (CVERX)

US Funds

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14.82 +0.17 +1.16%

04/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 70.38M

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CVERX Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Mid Cap Value R5 (CVERX) fund. Our Columbia Mid Cap Value R5 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.94	1.94	0.00
Shares	98.06	98.06	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.03	14.68
Price to Book	2.31	2.00
Price to Sales	1.23	1.18
Price to Cash Flow	10.26	8.81
Dividend Yield	2.00	2.18
5 Years Earnings Growth	18.73	10.39

Sector Allocation

Name	Net %	Category Average
Financial Services	18.14	17.56
Industrials	17.28	16.30
Technology	11.10	11.03
Real Estate	10.04	7.70
Consumer Cyclical	9.46	11.54
Healthcare	8.54	10.47
Utilities	7.81	6.92
Consumer Defensive	5.02	6.77
Energy	4.58	6.21
Communication Services	4.21	3.29
Basic Materials	3.81	4.80

Region Allocation

Equities

North America
Latin America

Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Welltower	US95040Q1040	3.14	168.78	+1.53%
Entergy	US29364G1031	3.14	91.62	+2.17%
Ameren	US0236081024	3.01	103.26	+1.13%
Ametek	US0311001004	2.83	184.49	+1.17%
Discover Financial Services	US2547091080	2.81	-	-
ITT	US45073V1089	2.75	166.94	+1.77%
Corning	US2193501051	2.67	63.49	+2.32%
Southwest Airlines	US8447411088	2.54	29.75	-0.17%
Marathon Petroleum	US56585A1025	2.54	167.96	+1.47%
Ingersoll Rand	US45687V1061	2.53	78.60	+4.83%

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	22.38B	6.55	13.43	11.60
Columbia Dividend Income Y	9.3B	6.58	13.55	11.74
Columbia Seligman Comms & Info A	8.51B	4.10	22.77	19.18
Columbia Contrarian Core Z	6.48B	6.27	20.20	13.12
Columbia Dividend Income A	4.8B	6.42	13.14	11.32

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Recent Quotes

Name	Price	Chg.	Chg. %
Columbia Mid Cap .	14.82	+0.17	+1.16%
ICICI Prudential .	45.961	+0.201	+0.44%
American Century .	12.75	+0.18	+1.43%
IFCI	9.50	0.00	0.00%