Columbia Select Mid Cap Value SMA Cmp (S:0P0001KGMJ)
27.05
+2.20
(+8.86%)
USD |
Feb 28 2026
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 April 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Corning, Inc. | 3.50% | 146.51 | -0.95% |
| Entergy Corp. | 3.17% | 114.62 | -0.24% |
| Teradyne, Inc. | 2.86% | 315.04 | 1.75% |
| AMETEK, Inc. | 2.85% | 218.45 | 0.07% |
| Marathon Petroleum Corp. | 2.84% | 241.54 | -0.08% |
| Ameren Corp. | 2.80% | 111.46 | -0.20% |
| ITT, Inc. | 2.78% | 194.16 | 0.49% |
| Southwest Airlines Co. | 2.78% | 38.20 | 1.58% |
| CACI International, Inc. | 2.63% | 570.93 | -0.82% |
| Welltower, Inc. | 2.55% | 200.93 | -0.69% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |