Columbia Small Cap Fund Quote

CSVYX Fund  USD 51.53  0.14  0.27%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Columbia Small is trading at 51.53 as of the 16th of July 2025; that is 0.27% down since the beginning of the trading day. The fund's open price was 51.67. Columbia Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 17th of April 2025 and ending today, the 16th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index at the time of purchase, that the funds investment manager believes are undervalued. More on Columbia Small Cap

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Funds, Small Value Funds, Small Value, Columbia, Large, Small Value (View all Sectors)
Update Date30th of June 2025
Columbia Small Cap [CSVYX] is traded in USA and was established 16th of July 2025. Columbia Small is listed under Columbia category by Fama And French industry classification. The fund is listed under Small Value category and is part of Columbia family. This fund currently has accumulated 693.95 M in assets under management (AUM) with no minimum investment requirementsColumbia Small Cap is currently producing year-to-date (YTD) return of 1.93% with the current yeild of 0.01%, while the total return for the last 3 years was 13.04%.
Check Columbia Small Probability Of Bankruptcy

Instrument Allocation

Top Columbia Small Cap Mutual Fund Constituents

HMSTHomeStreetStockFinancials
THOThor IndustriesStockConsumer Discretionary
KFYKorn FerryStockIndustrials
DKDelek EnergyStockEnergy
MTSIMACOM Technology SolutionsStockInformation Technology
SHOSunstone Hotel InvestorsStockReal Estate
FBPFirst BancorpStockFinancials
LITELumentum HoldingsStockInformation Technology
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Columbia Small Top Holders

CBUZXColumbia Income BuilderMutual FundAllocation--15% to 30% Equity
CIBYXColumbia Income BuilderMutual FundAllocation--15% to 30% Equity
CBURXColumbia Income BuilderMutual FundAllocation--15% to 30% Equity
RBBCXColumbia Income BuilderMutual FundAllocation--15% to 30% Equity
CKKRXColumbia Income BuilderMutual FundAllocation--15% to 30% Equity
RBBAXColumbia Income BuilderMutual FundAllocation--15% to 30% Equity
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Columbia Small Cap Risk Profiles

Columbia Small Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Small financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Small security.
Odds Of Bankruptcy
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Portfolio Rebalancing
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Correlation Analysis
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