COVCX : Columbia Small Cap Value Fund II Class C

COVCX is a US Stocks Market Small Value with HIGH fees.

COVCX

Columbia Small Cap Value Fund II Class C

FI Score

38 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

38% FI Score
  • covcx
  • Mutual Fund
  • US Stocks
  • Small Value

Columbia Small Cap Value Fund II Class C

Expenses: 2.03% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. 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 at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities, including depositary receipts. The fund normally invests in common stocks and also may invest in real estate investment trusts.

Largest Holdings

Amount Holding
2.04% Houlihan Lokey Inc Class A
1.84% First Industrial Realty Trust Inc
1.80% Community Bank System Inc
1.61% Independent Bank Corp
1.57% TCF Financial Corp
1.50% ICF International Inc
1.45% BJ's Wholesale Club Holdings Inc
1.42% Atlantic Union Bankshares Corp
1.40% LHC Group Inc
1.38% AMERISAFE Inc
1.35% Evoqua Water Technologies Corp
1.34% Treehouse Foods Inc
1.30% Science Applications International Corp
1.28% Nexstar Media Group Inc Class A
1.26% UMB Financial Corp
1.24% Cathay General Bancorp
1.24% Syneos Health Inc A
1.22% Sandy Spring Bancorp Inc
1.22% PS Business Parks Inc
1.19% Renasant Corp
1.19% TopBuild Corp
1.17% ONE Gas Inc
1.17% Portland General Electric Co
1.16% WSFS Financial Corp
1.16% MACOM Technology Solutions Holdings Inc

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