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Columbia Small Cap Value I Inst (CSCZX)
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9/21 12:03 PM
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51.59 - YTD Return 6.62%
- Expense Ratio 0.95%
- Category Small Value
- Last Cap Gain 17.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 1.53B
- Beta (5Y Monthly) 1.00
- Yield 0.56%
- 5y Average Return --
- Holdings Turnover 79.00%
- Last Dividend 0.01
- Inception Date Jul 31, 1995
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.
Columbia Threadneedle
Fund Family
Small Value
Fund Category
1.53B
Net Assets
1995-07-31
Inception Date
Performance Overview: CSCZX
View MoreTrailing returns as of 10/15/2024. Category is Small Value.
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Holdings: CSCZX
View MoreTop 10 Holdings (11.88% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCSCZX
Financial Services 17.99%
Industrials 14.42%
Technology 14.05%
Consumer Cyclical 9.99%
Real Estate 9.97%
Healthcare 8.52%
Basic Materials 8.31%
Energy 7.46%
Utilities 3.41%
Consumer Defensive 2.96%
Communication Services 2.93%
Recent News: CSCZX
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