Columbia Select Mid Cap Value SMA Cmp (S:0P0001KGMJ)
23.68
+0.67
(+2.89%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 13, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Entergy Corp. | 3.21% | 93.95 | 0.48% |
| Ameren Corp. | 3.03% | 101.44 | 1.24% |
| Corning, Inc. | 3.00% | 90.30 | 2.75% |
| Welltower, Inc. | 2.97% | 188.38 | 0.91% |
| ITT, Inc. | 2.95% | 183.24 | 0.30% |
| Marathon Petroleum Corp. | 2.93% | 176.82 | 0.73% |
| CACI International, Inc. | 2.75% | 598.06 | -1.12% |
| O'Reilly Automotive, Inc. | 2.72% | 94.71 | -0.93% |
| AMETEK, Inc. | 2.64% | 211.23 | 0.70% |
| Southwest Airlines Co. | 2.45% | 43.62 | -0.52% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |