Nasdaq - Delayed Quote USD

Columbia Small Cap Value I S (CSCQX)

51.53 +0.68 (+1.34%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (Oct 25, 2024) --
Worst 1Y Total Return (Oct 25, 2024) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSCQX
Category
YTD
0.00%
26.79%
1-Month
0.00%
-1.77%
3-Month
0.00%
4.45%
1-Year
0.00%
71.02%
3-Year
0.00%
9.35%
5-Year
0.00%
12.17%
10-Year
0.00%
9.95%
Last Bull Market
0.00%
28.07%
Last Bear Market
0.00%
-24.24%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

Load Adjusted Returns

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Small Value
Fund Family Columbia Threadneedle
Net Assets 1.53B
YTD Return --
Yield --
Morningstar Rating --
Inception Date Oct 02, 2024

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index (the index) at the time of purchase, that the fund's investment manager believes are undervalued. It may invest up to 20% of its total assets in foreign securities.

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