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Morningstar

Columbia Select Small Cap Value Inst CSSZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.34  /  0.74 %
  • Total Assets 446.0 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.86%
  • Turnover 11%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis CSSZX

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

People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Columbia Select Small Cap Value Inst to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSSZX

More CSSZX Holdings
  • Current Portfolio Date
  • Equity Holdings 53
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ATI Inc

3.71
17,795,923
Industrials

Axos Financial Inc

2.89
13,867,224
Financial Services

Radian Group Inc

2.89
13,846,275
Financial Services

MACOM Technology Solutions Holdings Inc

2.85
13,671,576
Technology

Zurn Elkay Water Solutions Corp

2.80
13,443,837
Industrials

Patterson-UTI Energy Inc

2.76
13,214,042
Energy

Visteon Corp

2.67
12,812,840
Consumer Cyclical

Summit Materials Inc Class A

2.59
12,432,540
Basic Materials

Extreme Networks Inc

2.54
12,169,793
Technology

PBF Energy Inc Class A

2.44
11,722,500
Energy