A veteran duo plying an effective approach earns Columbia Small Cap Value II's share classes Morningstar Analyst Ratings ranging from Silver to Neutral, depending on fees.
Columbia Small Cap Value II R CCTRX
NAV / 1-Day Return
18.95
/
2.49
%
Total Assets
1.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.540%
Expense Ratio
1.540%
Fee Level
Above Average
Longest Manager Tenure
18.85
years
Category
Small Value
Investment Style
Small BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.15%
Turnover
27%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CCTRX 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 CCTRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CCTRX 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 CCTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Veteran managers efficiently execute a long-standing approach.
