CMUAX Rating, Research - Columbia Mid Cap Value A

Columbia Mid Cap Value A (cmuax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 45

Threats + Weaknesses = 38

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cmuax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Mid Cap Value A (CMUAX) Description: CMUAX is a mutual fund, which is an investment that owns a basket of assets. The CMUAX 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. CMUAXs minimum initial investment amount is $2000 while the IRA minimum is $1000. CMUAXs expense ratio is roughly 1%. The latest CMUAXs front end load was 6% and the back end load was 0%. The Columbia Mid Cap Value A (CMUAX) mutual fund falls under the mid-cap value category. CMUAX focuses its investments in USA and CMUAX is not affiliated with a particular industry or fund sector. The Columbia Mid Cap Value A (CMUAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CMUAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CMUAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 80% of total assets in securities of mid-capitalization companies that have market capitalizations within the range of companies included in the Russell Midcap Index. The subadviser uses a contrarian investment approach and searches for successful business segments buried in distressed or restructuring companies. The subadviser targets established companies that, based on independent research, offer promising future growth prospects.

Management Analysis Update

Performance Analysis Update