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Morningstar

Columbia Select Small Cap Value Inst2 SSVIX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 25.51  /  +1.47 %
  • Total Assets 437.0 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.82%
  • Turnover 11%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

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.

An upgrade in its Process Pillar rating is the primary driver of Columbia Select Small Cap Value Inst2's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSVIX

More SSVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MACOM Technology Solutions Holdings Inc

3.58 14.8 Mil
Technology

CACI International Inc Class A

2.91 12.0 Mil
Technology

Kemper Corp

2.87 11.9 Mil
Financial Services

Tenet Healthcare Corp

2.87 11.9 Mil
Healthcare

Primoris Services Corp

2.86 11.8 Mil
Industrials

Radian Group Inc

2.84 11.8 Mil
Financial Services

Six Flags Entertainment Corp.

2.84 11.7 Mil
Consumer Cyclical

Axos Financial Inc

2.83 11.7 Mil
Financial Services

Kontoor Brands Inc

2.82 11.7 Mil
Consumer Cyclical

Texas Roadhouse Inc

2.72 11.2 Mil
Consumer Cyclical