Columbia Select Small Cap Value Inst2 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Columbia Select Small Cap Value Fund Institutional 2 Class SSVIX
- NAV / 1-Day Return 26.90 / +1.01 %
- Total Assets 416.2M
-
Adj. Expense Ratio
0.910%
- Expense Ratio 0.920%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.74%
- Turnover 20%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SSVIX
Will SSVIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Viavi Solutions Inc | 4.20 | 17M | Technology |
MACOM Technology Solutions Holdings Inc | 3.48 | 14M | Technology |
Popular Inc | 3.04 | 12M | Financial Services |
Portland General Electric Co | 2.94 | 12M | Utilities |
Outfront Media Inc | 2.90 | 12M | Real Estate |
Axos Financial Inc | 2.83 | 11M | Financial Services |
The Chemours Co | 2.58 | 10M | Basic Materials |
Kulicke & Soffa Industries Inc | 2.57 | 10M | Technology |
Stock Yards Bancorp Inc | 2.55 | 10M | Financial Services |
Atlantic Union Bankshares Corp | 2.52 | 10M | Financial Services |
United States