The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Columbia Select Small Cap Value Inst3 CSSYX
- NAV / 1-Day Return 25.06 / +0.60 %
- Total Assets 435.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.890%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.86%
- Turnover 11%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CSSYX
Will CSSYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
ATI Inc | 3.40 | 14.3 Mil | Industrials |
Summit Materials Inc Class A | 2.87 | 12.0 Mil | Basic Materials |
KB Home | 2.81 | 11.8 Mil | Consumer Cyclical |
MACOM Technology Solutions Holdings Inc | 2.80 | 11.7 Mil | Technology |
Kemper Corp | 2.74 | 11.5 Mil | Financial Services |
Curtiss-Wright Corp | 2.73 | 11.4 Mil | Industrials |
Texas Roadhouse Inc | 2.69 | 11.3 Mil | Consumer Cyclical |
Popular Inc | 2.68 | 11.3 Mil | Financial Services |
Radian Group Inc | 2.63 | 11.0 Mil | Financial Services |
The Hanover Insurance Group Inc | 2.62 | 11.0 Mil | Financial Services |