Nasdaq - Delayed Quote USD

Columbia Small Cap Value I S (CSCQX)

48.66
-0.18
(-0.37%)
As of 8:05:27 AM EDT. Market Open.
Loading Chart for CSCQX
  • Previous Close 48.84
  • YTD Return -6.29%
  • Expense Ratio 0.95%
  • Category Small Value
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 1.5B
  • Beta (5Y Monthly) 1.16
  • Yield --
  • 5y Average Return --
  • Holdings Turnover 79.00%
  • Last Dividend 0.32
  • Inception Date Jan 15, 1996

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index (the index) at the time of purchase, that the fund's investment manager believes are undervalued. It may invest up to 20% of its total assets in foreign securities.

Columbia Threadneedle

Fund Family

Small Value

Fund Category

1.5B

Net Assets

1996-01-15

Inception Date

Performance Overview: CSCQX

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Trailing returns as of 6/4/2025. Category is Small Value.

YTD Return

CSCQX
6.29%
Category
26.79%
 

1-Year Return

CSCQX
0.75%
Category
71.02%
 

3-Year Return

CSCQX
6.54%
Category
9.35%
 

5-Year Return

CSCQX
15.43%
Category
12.17%
 

Holdings: CSCQX

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Sector Weightings

SectorCSCQX
Technology   13.92%
Industrials   13.40%
Healthcare   10.46%
Real Estate   9.06%
Energy   6.13%
Utilities   1.76%

Recent News: CSCQX

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Research Reports: CSCQX

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