CSMIX Mutual Fund

CSMIX Mutual Fund (Columbia Small Cap Value Discovery Fund Class A) is managed by Columbia Threadneedle Investments with $330.8M in net assets. CSMIX expense ratio is 1.20%, holding 234 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1986-07-25.

CSMIX performance shows a YTD return of 19.25%. The 1-year return is 37.76% and the 5-year return is 11.57%. CSMIX dividend yield stands at 15.81%, paid semi-annually.

CSMIX top holdings include Jbt Marel Corp (1.3%), Moog Inccommon Stock (1.3%), National Fuel Gas Co (1.3%), Universal Forest Products Inc (1.2%), Meritage Homes Corp (1.2%). 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.