Columbia Select Small Cap Value Fund Institutional Class
CSSZX
NASDAQ
| Weiss Ratings | CSSZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CSSZX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Kari L. Montanus (12), Jonas Patrikson (8) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CSSZX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Select Small Cap Value Fund Institutional Class | |||
| Category | Small Value | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Sep 27, 2010 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CSSZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.73% | |||
| Dividend | CSSZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.21% | |||
| Asset Allocation | CSSZX-NASDAQ | Click to Compare |
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| Cash | 1.16% | |||
| Stock | 98.84% | |||
| U.S. Stock | 94.10% | |||
| Non-U.S. Stock | 4.74% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CSSZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.16% | |||
| 30-Day Total Return | 0.96% | |||
| 60-Day Total Return | -4.35% | |||
| 90-Day Total Return | -6.89% | |||
| Year to Date Total Return | 19.56% | |||
| 1-Year Total Return | 23.54% | |||
| 2-Year Total Return | 27.56% | |||
| 3-Year Total Return | 60.59% | |||
| 5-Year Total Return | 36.46% | |||
| Price | CSSZX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CSSZX-NASDAQ | Click to Compare |
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| Nav | $25.24 | |||
| 1-Month Low NAV | $24.56 | |||
| 1-Month High NAV | $25.24 | |||
| 52-Week Low NAV | $21.11 | |||
| 52-Week Low NAV (Date) | Dec 31, 2025 | |||
| 52-Week High NAV | $27.64 | |||
| 52-Week High Price (Date) | Aug 04, 2026 | |||
| Beta / Standard Deviation | CSSZX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 17.92 | |||
| Balance Sheet | CSSZX-NASDAQ | Click to Compare |
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| Total Assets | 384.17M | |||
| Operating Ratios | CSSZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.96% | |||
| Turnover Ratio | 9.00% | |||
| Performance | CSSZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 37.06% | |||
| Last Bear Market Total Return | -16.02% | |||