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 (11), Jonas Patrikson (7) | |||
| 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 | 0.70% | |||
| Dividend | SSVIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.88% | |||
| Asset Allocation | SSVIX-NASDAQ | Click to Compare |
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| Cash | 1.04% | |||
| Stock | 98.96% | |||
| U.S. Stock | 93.77% | |||
| Non-U.S. Stock | 5.19% | |||
| 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 | 4.88% | |||
| 30-Day Total Return | 7.74% | |||
| 60-Day Total Return | 10.48% | |||
| 90-Day Total Return | 16.29% | |||
| Year to Date Total Return | -0.27% | |||
| 1-Year Total Return | 8.88% | |||
| 2-Year Total Return | 17.24% | |||
| 3-Year Total Return | 33.28% | |||
| 5-Year Total Return | 93.08% | |||
| 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 | $22.12 | |||
| 1-Month Low NAV | $20.67 | |||
| 1-Month High NAV | $22.12 | |||
| 52-Week Low NAV | $17.37 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $28.29 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | SSVIX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 21.95 | |||
| Balance Sheet | SSVIX-NASDAQ | Click to Compare |
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| Total Assets | 374.98M | |||
| Operating Ratios | SSVIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.91% | |||
| Turnover Ratio | 7.00% | |||
| Performance | SSVIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.58% | |||
| Last Bear Market Total Return | -16.00% | |||