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Columbia Small Cap Value I Inst3 CSVYX

Quantitative rating as of
  • 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.

Summary

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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.

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