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Columbia Select Small Cap Value R SSVRX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 18.21  /  1.05 %
  • Total Assets 520.8 Mil
  • Adj. Expense Ratio
    1.380%
  • 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.

Summary

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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.

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