Morningstar

Columbia Select Small Cap Value Inst CSSZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 24.97  /  +0.81 %
  • Total Assets 431.1 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.72%
  • Turnover 7%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CSSZX

Will CSSZX 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 CSSZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSSZX 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 CSSZX’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 Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings CSSZX

More CSSZX 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
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