Columbia Mid Cap Value Opportunity A (amvax)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Columbia Mid Cap Value Opportunity A (AMVAX) Description: AMVAX is a mutual fund, which is an investment that owns a basket of assets. The AMVAX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a medium management tenure and is in the large fund size classification. AMVAXs minimum initial investment amount is $2000 while the IRA minimum is $1000. AMVAXs expense ratio is roughly 1%. The latest AMVAXs front end load was 6% and the back end load was 0%. The Columbia Mid Cap Value Opportunity A (AMVAX) mutual fund falls under the mid-cap value category. AMVAX focuses its investments in USA and AMVAX is not affiliated with a particular industry or fund sector. The Columbia Mid Cap Value Opportunity A (AMVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AMVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AMVAXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of mid-sized companies within the market capitalization range of companies in the Russell Midcap Index. It may invest in common stocks (see stock research), convertible bonds, convertible preferred stocks (see stock research) and warrants.
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