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 228 positions across sectors including Industrials, Real Estate, Financials. 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 15.82%, paid semi-annually.

CSMIX top holdings include Littelfuse Inc (1.2%), Knight-Swift Transportation Holdings Inc (1.1%), Meritage Corporation (1.1%), National Fuel Gas Co (1.0%), Arcbest Corp (1.0%). 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.