Seeks long-term capital appreciation through mid-cap value stocks.
Columbia Threadneedle funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $2,000.
Visit Columbia Threadneedle's website to open an account and purchase CMUAX.
Affiliate disclosure: Some links on this page are affiliate links. If you open an account through a link on this site, we may earn a commission at no additional cost to you. This does not influence our fund data or analysis. Learn more.
Columbia Mid Cap Value Fund Class A
Pre-filled with CMUAX's historical average return
CMUAX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on CMUAX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Columbia Mid Cap Value Fund Class A
How much are you investing today?
How much will you contribute each month?
How long will you invest for?
Pre-filled with CMUAX's historical average return
Important: This projection uses simplified assumptions based on CMUAX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
What Is a Mutual Fund?
A plain-English overview of how mutual funds work and how to evaluate them.
Understanding Expense Ratios
How annual fees compound over time and why they matter more than you think.
How to Read Fund Performance Reports
Understand 1-year, 3-year, and 5-year returns and what they actually mean.
CMUAX is the ticker symbol for Columbia Mid Cap Value Fund Class A, a Mid-Cap Value mutual fund managed by Columbia Threadneedle. Seeks long-term capital appreciation through mid-cap value stocks.
CMUAX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
CMUAX has posted a 1-year return of +24.50%, 3-year return of +19.53%, 5-year return of +11.24%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
CMUAX requires a minimum initial investment of $2,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether CMUAX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Mid-Cap Value category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
