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.
- NAV / 1-Day Return 23.37 / 2.41 %
- Total Assets 500.2 Mil
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Adj. Expense Ratio
- 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.