Morningstar

Columbia Select Small Cap Value Inst3 CSSYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.56  /  +1.26 %
  • Total Assets 433.2 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.76%
  • Turnover 7%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis CSSYX

Will CSSYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSSYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSSYX 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 CSSYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Columbia Select Small Cap Value Inst3 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings CSSYX

More CSSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axos Financial Inc

3.23 14.2 Mil
Financial Services

Kontoor Brands Inc

3.01 13.2 Mil
Consumer Cyclical

MACOM Technology Solutions Holdings Inc

2.71 11.9 Mil
Technology

KB Home

2.71 11.9 Mil
Consumer Cyclical

Portland General Electric Co

2.63 11.6 Mil
Utilities

Radian Group Inc

2.62 11.5 Mil
Financial Services

Tenet Healthcare Corp

2.61 11.5 Mil
Healthcare

Popular Inc

2.41 10.6 Mil
Financial Services

Kemper Corp

2.35 10.3 Mil
Financial Services

Atlantic Union Bankshares Corp

2.35 10.3 Mil
Financial Services

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