Morningstar

Columbia Select Small Cap Value Fund Institutional 3 Class CSSYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 29.01  /  −0.65 %
  • Total Assets 421.3M
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.870%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.70%
  • Turnover 20%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CSSYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Select Small Cap Value Inst3 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 CSSYX

More CSSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MACOM Technology Solutions Holdings Inc

4.54 18M
Technology

Viavi Solutions Inc

3.48 14M
Technology

Kulicke & Soffa Industries Inc

3.09 12M
Technology

Outfront Media Inc

3.05 12M
Real Estate

Popular Inc

3.03 12M
Financial Services

Extreme Networks Inc

3.02 12M
Technology

Knight-Swift Transportation Holdings Inc Class A

2.92 12M
Industrials

Portland General Electric Co

2.86 12M
Utilities

LivaNova PLC

2.61 11M
Healthcare

Axos Financial Inc

2.57 10M
Financial Services

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