Columbia Mid Cap Value Fund Class A (CMUAX)

$13.89
C Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Mid Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Columbia Mid Cap Value Fund Class A 39 1.10 19.95% 0.23% 1.17%
U.S. Mid Cap - Value 39 1.09 21.99% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 5.39% 4.78% 0.60%
Year-to-Date 19.95% 21.99% -2.04%
1 Year 38.62% 0.00% 38.62%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

39%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 39% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.17%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,459

Real cost (fees + lost compounding)

$1,809

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-0.71%