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Morningstar

Columbia Small Cap Value II R CCTRX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.70  /  1.71 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.520%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.12%
  • Turnover 50%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis CCTRX

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.

A solid team with a proven approach.

Associate Analyst

Summary

| by David Carey

Columbia Small Cap Value II’s experienced managers have consistently executed their proven approach, earning Morningstar Analyst Ratings ranging from Silver to Neutral, depending on share class fees.

Unlock our full analysis with Morningstar Investor