Advertisement
Skip to Content

Columbia Select Small Cap Value Inst2 SSVIX

Quantitative rating as of
  • NAV / 1-Day Return 23.37  /  2.41 %
  • Total Assets 500.2 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.98%
  • Turnover 7%

Morningstar’s Analysis SSVIX

Will SSVIX outperform in future?

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

Summary

|

A lowering of its Process Pillar rating is the primary driver of Columbia Select Small Cap Value Inst2's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor