Columbia Small Cap Value Discv Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Columbia Small Cap Value Discovery Fund Institutional Class CSCZX
- NAV / 1-Day Return 60.71 / −0.23 %
- Total Assets 2.4B
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.960%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.75%
- Turnover 72%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CSCZX
Will CSCZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CSCZX 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 CSCZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Vishay Intertechnology Inc | 1.40 | 32M | Technology |
Knight-Swift Transportation Holdings Inc Class A | 1.29 | 30M | Industrials |
JBT Marel Corp | 1.25 | 29M | Industrials |
ArcBest Corp | 1.06 | 25M | Industrials |
Kite Realty Group Trust | 1.04 | 24M | Real Estate |
Meritage Homes Corp | 1.01 | 23M | Consumer Cyclical |
Rayonier Inc | 0.98 | 22M | Real Estate |
StoneX Group Inc | 0.96 | 22M | Financial Services |
Advance Auto Parts Inc | 0.96 | 22M | Consumer Cyclical |
Polaris Inc | 0.95 | 22M | Consumer Cyclical |
United States