About CSMIX
Columbia Small Cap Value Fund I Class A is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in value stocks of small-cap companies, typically those aligned with the Russell 2000 Value Index in terms of market capitalization. The fund concentrates on quality value stocks that exhibit strong growth potential, targeting at least 80% of its net assets in these equities. Its portfolio spans diverse sectors including industrials, energy, financial services, basic materials, real estate, and utilities, with notable holdings such as Kirby Corp, Murphy Oil Corp, and Essent Group Ltd. The fund follows a small-value investment style and features a moderate turnover rate. With a history dating back to 1986 under Columbia Threadneedle management, it serves as an investment vehicle for exposure to smaller companies with valuations and growth prospects below those of their small-cap peers, reflecting a disciplined value-oriented approach within the small-cap segment.
Fund Family Columbia Threadneedle
Category Small Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CSMIX
Share Class Class A
Index Russell 2000 Value TR
CSMIX had a total return of 20.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.06%.
