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, Financials, Consumer Discretionary. Inception date: 2009-07-15.

CSVYX performance shows a YTD return of 18.89%. 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 (1.3%), Moog Inccommon Stock (1.3%), National Fuel Gas Co (1.3%), Universal Forest Products (1.2%), Meritage Corporation (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.