Columbia Select Small Cap Value Fund Institutional 2 Class
SSVIX
NASDAQ
| Weiss Ratings | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Kari L. Montanus (11), Jonas Patrikson (7) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Select Small Cap Value Fund Institutional 2 Class | |||
| Category | Small Value | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Nov 30, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.64% | |||
| Dividend | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.36% | |||
| Asset Allocation | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.63% | |||
| Stock | 99.37% | |||
| U.S. Stock | 95.26% | |||
| Non-U.S. Stock | 4.11% | |||
| 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 | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.05% | |||
| 30-Day Total Return | 4.64% | |||
| 60-Day Total Return | 5.46% | |||
| 90-Day Total Return | 2.53% | |||
| Year to Date Total Return | 8.22% | |||
| 1-Year Total Return | 3.20% | |||
| 2-Year Total Return | 24.08% | |||
| 3-Year Total Return | 38.70% | |||
| 5-Year Total Return | 55.13% | |||
| Price | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $22.10 | |||
| 1-Month Low NAV | $21.78 | |||
| 1-Month High NAV | $23.87 | |||
| 52-Week Low NAV | $17.37 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.87 | |||
| 52-Week High Price (Date) | Dec 05, 2025 | |||
| Beta / Standard Deviation | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.20 | |||
| Standard Deviation | 19.47 | |||
| Balance Sheet | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 378.27M | |||
| Operating Ratios | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.91% | |||
| Turnover Ratio | 20.00% | |||
| Performance | SSVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.58% | |||
| Last Bear Market Total Return | -16.00% | |||