Nasdaq - Delayed Quote USD

Columbia Select Small Cap Value Inst2 (SSVIX)

20.46
-0.59
(-2.80%)
At close: 8:02:41 PM EDT
Loading Chart for SSVIX
  • Previous Close 21.05
  • YTD Return -12.89%
  • Expense Ratio 0.91%
  • Category Small Value
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 347.09M
  • Beta (5Y Monthly) 1.16
  • Yield 0.77%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.18
  • Inception Date Apr 25, 1997

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 small capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 2000® Value Index (the index) at the time of purchase.

Columbia Threadneedle

Fund Family

Small Value

Fund Category

347.09M

Net Assets

1997-04-25

Inception Date

Performance Overview: SSVIX

View More

Trailing returns as of 5/21/2025. Category is Small Value.

YTD Return

SSVIX
12.89%
Category
26.79%
 

1-Year Return

SSVIX
2.91%
Category
71.02%
 

3-Year Return

SSVIX
2.28%
Category
9.35%
 

5-Year Return

SSVIX
12.61%
Category
12.17%
 

People Also Watch

Holdings: SSVIX

View More

Sector Weightings

SectorSSVIX
Industrials   15.73%
Technology   10.18%
Real Estate   8.11%
Healthcare   8.00%
Energy   4.77%
Utilities   3.28%

Recent News: SSVIX

View More

Research Reports: SSVIX

View More

Top Mutual Funds