Skip to Content
Morningstar

Columbia Select Small Cap Value R SSVRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.55  /  −0.18 %
  • Total Assets 410.7 Mil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.510%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.52%
  • Turnover 11%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis SSVRX

Will SSVRX outperform in 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 SSVRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSVRX 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 SSVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Columbia Select Small Cap Value R to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSVRX

More SSVRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PBF Energy Inc Class A

2.97 13.0 Mil
Energy

MACOM Technology Solutions Holdings Inc

2.91 12.7 Mil
Technology

Radian Group Inc

2.90 12.7 Mil
Financial Services

KB Home

2.88 12.6 Mil
Consumer Cyclical

Summit Materials Inc Class A

2.87 12.5 Mil
Basic Materials

Kemper Corp

2.84 12.4 Mil
Financial Services

Curtiss-Wright Corp

2.83 12.4 Mil
Industrials

Popular Inc

2.71 11.8 Mil
Financial Services

Primoris Services Corp

2.68 11.7 Mil
Industrials

The Hanover Insurance Group Inc

2.61 11.4 Mil
Financial Services