Columbia Select Small Cap Value Fund Institutional 2 Class
SSVIX
NASDAQ
| Weiss Ratings | SSVIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SSVIX-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 | SSVIX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.77% | |||
| Dividend | SSVIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.21% | |||
| Asset Allocation | SSVIX-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 | SSVIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.23% | |||
| 30-Day Total Return | 0.55% | |||
| 60-Day Total Return | -5.33% | |||
| 90-Day Total Return | -6.27% | |||
| Year to Date Total Return | 18.24% | |||
| 1-Year Total Return | 19.41% | |||
| 2-Year Total Return | 24.65% | |||
| 3-Year Total Return | 68.82% | |||
| 5-Year Total Return | 39.32% | |||
| Price | SSVIX-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 | SSVIX-NASDAQ | Click to Compare |
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| Nav | $25.54 | |||
| 1-Month Low NAV | $25.05 | |||
| 1-Month High NAV | $25.59 | |||
| 52-Week Low NAV | $21.60 | |||
| 52-Week Low NAV (Date) | Dec 31, 2025 | |||
| 52-Week High NAV | $28.29 | |||
| 52-Week High Price (Date) | Aug 04, 2026 | |||
| Beta / Standard Deviation | SSVIX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 18.46 | |||
| Balance Sheet | SSVIX-NASDAQ | Click to Compare |
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| Total Assets | 377.47M | |||
| Operating Ratios | SSVIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.92% | |||
| Turnover Ratio | 9.00% | |||
| Performance | SSVIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 37.12% | |||
| Last Bear Market Total Return | -16.00% | |||