About CSVYX
Columbia Small Cap Value Fund I Class Inst3 is an actively managed mutual fund that seeks long-term capital appreciation by investing primarily in U.S. small-cap companies considered to be undervalued relative to their intrinsic worth. The fund predominantly targets equities within the market capitalization range defined by the Russell 2000 Value Index, ensuring a focus on smaller companies with strong value characteristics. It may invest up to 20% of its assets in foreign securities, broadening its exposure to global small-cap opportunities. Diversification spans across various sectors, with notable allocations to finance, industrials, technology, and energy, among others. Managed by Columbia Management Investment Advisers, the fund employs fundamental analysis to identify investments with strong growth potential at attractive valuations. It is well-regarded for its competitive expense ratio and relatively high portfolio turnover, reflecting an active approach to capturing value opportunities. Columbia Small Cap Value Fund I Class Inst3 serves institutional investors seeking exposure to diversified small-cap value equities, playing a significant role in portfolios aiming to capitalize on the long-term growth prospects of the U.S. small-cap market segment.
Fund Family Columbia Threadneedle
Category Small Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CSVYX
Share Class Institutional 3 Class
Index Russell 2000 Value TR
CSVYX had a total return of 21.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.55%.
