Columbia Select Small Cap Value Fund Class A (SSCVX)

Fund Assets	377.47M
Expense Ratio	1.233%
Min. Investment	$2,000
Turnover	9.00%
Dividend (ttm)	0.15
Dividend Yield	0.76%
Dividend Growth	33.31%
Payout Frequency	Annual
Ex-Dividend Date	Dec 8, 2025

Previous Close	19.36
YTD Return	17.15%
1-Year Return	18.47%
5-Year Return	36.70%
52-Week Low	16.68
52-Week High	21.80
Beta (5Y)	1.04
Holdings	57
Inception Date	Apr 25, 1997

About SSCVX

Columbia Select Small Cap Value Fund Class A is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of small-capitalization companies. The fund typically allocates at least 80% of its net assets to small-cap stocks, targeting firms whose market capitalizations are within the range of the Russell 2000 Value Index. It employs a value-oriented investment strategy, seeking out companies considered undervalued relative to their fundamentals and growth prospects. The portfolio is relatively concentrated, often holding around 56 positions, and is diversified across sectors such as consumer discretionary, real estate, financials, and information technology. Established in 1997, the fund is recognized for its role in providing investors with focused exposure to the small-cap value segment of the U.S. equity market, making it relevant for those seeking potential growth and diversification through smaller companies that may be overlooked by larger funds. It maintains a competitive expense ratio and offers annual dividend distributions, further enhancing its appeal to investors interested in small-cap value equities.

• Fund Family: Columbia Threadneedle
• Category: Small Value
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: SSCVX
• Share Class: Class A
• Index: Russell 2000 Value TR

Performance

SSCVX had a total return of 18.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.44%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FCVCX	Fidelity	Fidelity Advisor Small Cap Value C	1.79%
FCVAX	Fidelity	Fidelity Advisor Small Cap Value A	1.07%
FCVTX	Fidelity	Fidelity Advisor Small Cap Value M	1.34%
FIKNX	Fidelity	Fidelity Advisor Small Cap Value Z	0.66%
FCVIX	Fidelity	Fidelity Advisor Small Cap Value I	0.78%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CSSYX	Institutional 3 Class	0.87%
SSVIX	Institutional 2 Class	0.92%
CSSZX	Institutional Class	0.96%

Top 10 Holdings

29.28% of assets

Name	Symbol	Weight
PBF Energy Inc.	PBF	3.91%
Popular, Inc.	BPOP	3.43%
Axos Financial, Inc.	AX	2.86%
LivaNova PLC	LIVN	2.82%
Stock Yards Bancorp, Inc.	SYBT	2.81%
Portland General Electric Company	POR	2.79%
OUTFRONT Media Inc.	OUT	2.78%
Atlantic Union Bankshares Corporation	AUB	2.72%
CNO Financial Group, Inc.	CNO	2.63%
Patterson-UTI Energy, Inc.	PTEN	2.53%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 8, 2025	$1.82862	Dec 8, 2025
Dec 9, 2024	$3.58305	Dec 9, 2024
Dec 8, 2023	$1.21887	Dec 8, 2023
Dec 8, 2022	$0.81594	Dec 8, 2022
Dec 8, 2021	$1.44864	Dec 8, 2021
Dec 8, 2020	$1.14556	Dec 8, 2020

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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