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Morningstar

Columbia Select Small Cap Value Inst2 SSVIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SSVIX

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

People Pillar

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

Summary

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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.

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