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Columbia Small Cap Value I Inst CSCZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 48.06  /  −0.74 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.65%
  • Turnover 72%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis CSCZX

Will CSCZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Columbia Small Cap Value I Inst's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings CSCZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.64 72.2 Mil
Cash and Equivalents

Essent Group Ltd

1.31 20.4 Mil
Financial Services

Murphy Oil Corp

1.28 19.9 Mil
Energy

Summit Materials Inc Class A

1.22 19.0 Mil
Basic Materials

iShares Russell 2000 ETF

1.15 17.8 Mil

Kirby Corp

1.09 17.0 Mil
Industrials

UMB Financial Corp

1.02 15.9 Mil
Financial Services

Alight Inc Class A

1.01 15.7 Mil
Technology

Encore Wire Corp

1.01 15.7 Mil
Industrials

Popular Inc

0.99 15.4 Mil
Financial Services