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Columbia Small Cap Value I R CSVRX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 43.11  /  0.99 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.510%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.15%
  • Turnover 58%

Morningstar’s Analysis CSVRX

Will CSVRX outperform in future?

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

Summary

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Columbia Small Cap Value I R's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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