CSMIX : Columbia Small Cap Value Fund I Class A

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

CSMIX

Columbia Small Cap Value Fund I Class A

FI Score

39 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

39% FI Score
  • csmix
  • Mutual Fund
  • US Stocks
  • Small Value

Columbia Small Cap Value Fund I Class A

Expenses: 1.32% (Better than 0% of similar funds)

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

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 (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.

Largest Holdings

Amount Holding
1.45% Popular Inc
1.30% Lumentum Holdings Inc
1.25% Hilltop Holdings Inc
1.21% UMB Financial Corp
1.17% EZCORP Inc
1.16% MGIC Investment Corp
1.12% Delek US Holdings Inc
1.05% PotlatchDeltic Corp
1.05% Vishay Intertechnology Inc
1.04% RLJ Lodging Trust
1.04% Commercial Metals Co
1.04% Fresh Del Monte Produce Inc
1.03% Louisiana-Pacific Corp
1.03% First BanCorp
0.97% Thor Industries Inc
0.97% Radian Group Inc
0.94% Sunstone Hotel Investors Inc
0.93% NetScout Systems Inc
0.93% Textainer Group Holdings Ltd
0.92% Immunomedics Inc
0.91% Cooper Tire & Rubber Co
0.89% Washington Federal Inc
0.88% Universal Forest P
0.88% American Equity Investment Life Holding Co
0.87% Korn Ferry

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