Columbia Mid Cap Value Fund
Posted: Thu Jul 10, 2025 6:31 am
Quarterly performanceClass A shares of Columbia Mid Cap Value Fund returned 11.64% (excluding sales
charge) for the first quarter, outperforming the Russell MidCap Value Index benchmark, which returned 11.41% for the period. Forupt dateper formance information, please
check online at columbiamanagement.com. Market overview Financial markets roared out of the gate in 2012, posting the best January returns since
1997 and climbing higher in February and March. Investor enthusiasm for a potentia European Union pact to create a permanent bailout fund for the 17-nation eurozone, positive employment and shop manufacturing data in the United States, along with the
corporate earnings season, all combined to move stock higher in the first quarter. Throughout the quarter, positive economic data points seemed to indicate that therec overy in the U.S. economy was gaining steam. In February, the Dow Jones Industrial
Index broke through the 13,000 mark to hit a nearly four-year high and, in March, the S&P00 Index closed out its best quarter since 1998.
Contributors and detractorsStrong stock selection in information technology, utilities and financials was offset by
negative selection in consumer staples, health care, energy and materials. In addition, theport folio's cash position detracted from results in a strong-performing quarter, as did thepo rtfolio's underweight to information technology and overweight to energy.
On the positive side, information technology contributed most to stock selection, but wasim pacted somewhat from the sector's underweight. Software company Autodes kcontributed significantly to the sector's performance on a strong quarter, with diversified
revenue growth and increased profitability across its major markets including animation
charge) for the first quarter, outperforming the Russell MidCap Value Index benchmark, which returned 11.41% for the period. Forupt dateper formance information, please
check online at columbiamanagement.com. Market overview Financial markets roared out of the gate in 2012, posting the best January returns since
1997 and climbing higher in February and March. Investor enthusiasm for a potentia European Union pact to create a permanent bailout fund for the 17-nation eurozone, positive employment and shop manufacturing data in the United States, along with the
corporate earnings season, all combined to move stock higher in the first quarter. Throughout the quarter, positive economic data points seemed to indicate that therec overy in the U.S. economy was gaining steam. In February, the Dow Jones Industrial
Index broke through the 13,000 mark to hit a nearly four-year high and, in March, the S&P00 Index closed out its best quarter since 1998.
Contributors and detractorsStrong stock selection in information technology, utilities and financials was offset by
negative selection in consumer staples, health care, energy and materials. In addition, theport folio's cash position detracted from results in a strong-performing quarter, as did thepo rtfolio's underweight to information technology and overweight to energy.
On the positive side, information technology contributed most to stock selection, but wasim pacted somewhat from the sector's underweight. Software company Autodes kcontributed significantly to the sector's performance on a strong quarter, with diversified
revenue growth and increased profitability across its major markets including animation