On Jan. 8, 2024, Columbia announced it would trim a number of little-used share classes. For Columbia Small Cap Value II, the C shares will be converted into A shares on April 15, 2024. The move helps simplify investors’ choices and should result in many investors paying a bit less in share class fees.
Columbia Small Cap Value II Adv CLURX Fund Analysis
Morningstar’s Analysis CLURX
Will CLURX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar