The combination of an Average People Pillar rating and a Low Process Pillar rating limit Columbia Select Small Cap Value R to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 18.21 / 1.05 %
- Total Assets 520.8 Mil
Adj. Expense Ratio
- Expense Ratio 1.530%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Small Value
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.62%
- Turnover 7%
Morningstar’s Analysis SSVRX
Will SSVRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.