Morningstar

Columbia Small Cap Value Discovery Fund Class C CSSCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 18.17  /  +0.33 %
  • Total Assets 2.4B
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.960%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.21%
  • Turnover 72%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CSSCX

Will CSSCX 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 CSSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Small Cap Value Discv C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CSSCX

More CSSCX Holdings
  • 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

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