NSVBX Mutual Fund (Columbia Small Cap Value and Inflection Fund Class S) is managed by Columbia Threadneedle Investments with $60.4M in net assets. NSVBX expense ratio is 0.96%, holding 100 positions across sectors including Unknown, Industrials, Consumer Discretionary. Inception date: 2024-10-02.

NSVBX performance shows a YTD return of 23.53%. The 1-year return is 39.24%. NSVBX dividend yield stands at 15.07%, paid semi-annually.

NSVBX top holdings include Phillips Edison & Company Inc. (2.1%), Bankunited Inc Common (1.8%), California Resources Corp (1.8%), Stonex Group Inc.[Snex] (1.7%), Essent Group Ltd (1.7%). View all NSVBX holdings, sector breakdown, or dividend history.

NSVBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NSVBX alternatives are available via the screener, along with tax-loss harvesting opportunities.