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Columbia Select Small Cap Value A SSCVX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 18.99  /  −0.11 %
  • Total Assets 409.2 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.68%
  • Turnover 11%

USD | NAV as of Jun 20, 2024 | 1-Day Return as of Jun 20, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SSCVX

Will SSCVX outperform in future?

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Columbia Select Small Cap Value A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings SSCVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Primoris Services Corp

3.56 15.1 Mil
Industrials

MACOM Technology Solutions Holdings Inc

3.17 13.4 Mil
Technology

Kontoor Brands Inc

3.06 13.0 Mil
Consumer Cyclical

ATI Inc

2.89 12.2 Mil
Industrials

Tenet Healthcare Corp

2.85 12.1 Mil
Healthcare

Kemper Corp

2.83 12.0 Mil
Financial Services

CACI International Inc Class A

2.81 11.9 Mil
Technology

Radian Group Inc

2.79 11.8 Mil
Financial Services

Texas Roadhouse Inc

2.67 11.3 Mil
Consumer Cyclical

Popular Inc

2.62 11.1 Mil
Financial Services