Morningstar

Columbia Small Cap Value Discovery Fund Institutional 3 Class CSVYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $58.14  /  +0.43 %
  • Fund Size $2.5B
  • Adjusted Expense Ratio 0.810%
  • Net Expense Ratio 0.810%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.49%
  • Turnover Ratio 67%
NAV and 1-Day Return as of

Morningstar’s Analysis CSVYX

Will CSVYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSVYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSVYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSVYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Small Cap Value Discv Inst 3 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CSVYX

More CSVYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PBF Energy Inc Class A

1.47 34M
Energy

Flagstar Bank NA

1.21 28M
Financial Services

Rayonier Inc

1.12 26M
Real Estate

JBT Marel Corp

1.11 26M
Industrials

Essent Group Ltd

1.11 26M
Financial Services

PACS Group Inc

1.08 25M
Healthcare

Dolby Laboratories Inc Class A

1.06 25M
Industrials

Meritage Homes Corp

1.01 24M
Consumer Cyclical

Kirby Corp

1.00 23M
Industrials

Itron Inc

0.99 23M
Technology

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