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Morningstar

Columbia Small Cap Value I Inst3 CSVYX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis CSVYX

Will CSVYX 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 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.

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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