Columbia Small Cap Value I Inst3’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 50.08 / 1.46 %
- Total Assets 1.4 Bil
Adj. Expense Ratio
- Expense Ratio 0.860%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 0.52%
- Turnover 58%
Morningstar’s Analysis CSVYX
Will CSVYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.