CSVYX Mutual Fund
CSVYX Mutual Fund
Columbia Small Cap Value Discovery Fund Class Inst3

CSVYX Mutual Fund Overview
CSVYX Mutual Fund (Columbia Small Cap Value Discovery Fund Class Inst3) is managed by Columbia Threadneedle Investments with $535.6M in net assets. CSVYX expense ratio is 0.81%, holding 234 positions across sectors including Industrials, Unknown, Financials. Inception date: 2009-07-15.
CSVYX performance shows a YTD return of 13.63%. The 1-year return is 39.83% and the 5-year return is 12.28%. CSVYX dividend yield stands at 13.06%, paid semi-annually.
CSVYX top holdings include Jbt Marel Corp (1.3%), Moog Inc Class A (1.3%), National Fuel Gas Co (1.3%), Universal Forest Products Inc (1.2%), Meritage Corp (1.2%). View all CSVYX holdings, sector breakdown, or dividend history.
CSVYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.