Morningstar

Columbia Small Cap Value Discovery Fund Institutional 3 Class CSVYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 61.28  /  +0.91 %
  • Total Assets 2.5B
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.40%
  • Turnover 72%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CSVYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Small Cap Value Discv Inst 3 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CSVYX

More CSVYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vishay Intertechnology Inc

1.40 32M
Technology

Knight-Swift Transportation Holdings Inc Class A

1.29 30M
Industrials

JBT Marel Corp

1.25 29M
Industrials

ArcBest Corp

1.06 25M
Industrials

Kite Realty Group Trust

1.04 24M
Real Estate

Meritage Homes Corp

1.01 23M
Consumer Cyclical

Rayonier Inc

0.98 22M
Real Estate

StoneX Group Inc

0.96 22M
Financial Services

Advance Auto Parts Inc

0.96 22M
Consumer Cyclical

Polaris Inc

0.95 22M
Consumer Cyclical

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