Morningstar

Columbia Small Cap Value and Inflection Fund Institutional 2 Class CRRRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.94  /  −0.29 %
  • Total Assets 928.0M
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.70%
  • Turnover 115%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 6:40 PM GMT+0

Morningstar’s Analysis CRRRX

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

  • People Pillar

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

More to prove.

Analyst David Carey

David Carey

Analyst

Summary

Columbia Small Cap Value and Inflection’s (previously Columbia Small Cap Value II) relatively new team is settling in, and its approach remains undifferentiated among peers. It retains its Average People and Process Pillar ratings.

by David Carey
Rated on Published on

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Portfolio Holdings CRRRX

More CRRRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

2.90 27M
Cash and Equivalents

Phillips Edison & Co Inc Ordinary Shares - New

2.01 18M
Real Estate

Amneal Pharmaceuticals Inc Ordinary Shares - Class A

1.85 17M
Healthcare

Fulton Financial Corp

1.71 16M
Financial Services

Associated Banc-Corp

1.65 15M
Financial Services

Texas Capital Bancshares Inc

1.63 15M
Financial Services

Polaris Inc

1.63 15M
Consumer Cyclical

Essent Group Ltd

1.61 15M
Financial Services

Reynolds Consumer Products Inc Ordinary Shares

1.57 14M
Consumer Cyclical

Openlane Inc

1.56 14M
Consumer Cyclical

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