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Columbia Select Small Cap Value Inst2 SSVIX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 22.79  /  +0.57 %
  • Total Assets 422.0 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.85%
  • Turnover 11%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 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.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Columbia Select Small Cap Value Inst2 to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings SSVIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kemper Corp

2.94 12.0 Mil
Financial Services

ATI Inc

2.90 11.9 Mil
Industrials

Popular Inc

2.81 11.5 Mil
Financial Services

MACOM Technology Solutions Holdings Inc

2.80 11.5 Mil
Technology

PBF Energy Inc Class A

2.78 11.4 Mil
Energy

Axos Financial Inc

2.77 11.3 Mil
Financial Services

The Hanover Insurance Group Inc

2.70 11.0 Mil
Financial Services

Radian Group Inc

2.68 11.0 Mil
Financial Services

Curtiss-Wright Corp

2.63 10.8 Mil
Industrials

KB Home

2.58 10.6 Mil
Consumer Cyclical