CSMIX Mutual Fund

CSMIX Mutual Fund (Columbia Small Cap Value Discovery Fund Class A) is managed by Columbia Threadneedle Investments with $333.9M in net assets. CSMIX expense ratio is 1.20%, holding 227 positions across sectors including Financials, Industrials, Real Estate. Inception date: 1986-07-25.

CSMIX performance shows a YTD return of 15.50%. The 1-year return is 21.52% and the 5-year return is 9.81%. CSMIX dividend yield stands at 1.71%, paid semi-annually.

CSMIX top holdings include Flagstar Bank NA (1.4%), Terex Corp (1.3%), Essent Group Ltd (1.2%), Rayonier Inc (1.1%), JBT Marel Corp (1.1%). Go to all CSMIX holdings, CSMIX sectors, or CSMIX dividends.

CSMIX can be compared against other funds. Use CSMIX overlap to find shared positions, or CSMIX vs another fund for a side-by-side view. CSMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.