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Columbia Select Smaller-Cap Value R (SSVRX)

21.10 Up 0.01(0.05%) Sep 17
Prev Close:21.10
YTD Return*:3.50%
Net Assets*:484.07M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SSVRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UAL4.0532.14
LNC3.358.06
HBI3.3349.05
TDS3.333.64
SPN3.2233.75

Fund Basics

Morningstar Overall Rating:
Total Assets:484.07M
Category:Small Blend
Annual Report Expense Ratio (net):1.65%

Performance & Risk

YTD Return:3.50%
5y Avg Return:17.73%
Rank in Category (ytd):33
% Rank in Category (ytd):4.47%
Beta (3y):1.34
Morningstar Risk Rating:5

Fund Summary

The investment seeks to provide shareholders with long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in the common stock of "value" companies with smaller market capitalizations ($3 billion or less) at the time of purchase by the fund. It may invest up to 25% of its net assets in foreign investments. The fund can invest in any economic sector and, at times, it may emphasize one or more particular sectors. View More
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