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Columbia Small Cap Value I C CSSCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.55  /  −0.92 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.990%
  • 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
  • Turnover 72%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 PM GMT+0

Morningstar’s Analysis CSSCX

Will CSSCX outperform in future?

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

Strength in Columbia Small Cap Value I C'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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings CSSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Summit Materials Inc Class A

1.35 18.0 Mil
Basic Materials

Essent Group Ltd

1.31 17.5 Mil
Financial Services

Murphy Oil Corp

1.23 16.4 Mil
Energy

Kirby Corp

1.12 14.9 Mil
Industrials

UMB Financial Corp

1.06 14.1 Mil
Financial Services

Popular Inc

1.04 13.9 Mil
Financial Services

Encore Wire Corp

1.03 13.7 Mil
Industrials

Alight Inc Class A

1.03 13.7 Mil
Technology

Patterson-UTI Energy Inc

1.02 13.6 Mil
Energy

National Fuel Gas Co

0.96 12.8 Mil
Energy