CSMIX Mutual Fund
CSMIX Mutual Fund
Columbia Small Cap Value Discovery Fund Class A
CSMIX Mutual Fund Overview
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 18.54%. The 1-year return is 39.14% and the 5-year return is 12.95%. CSMIX dividend yield stands at 15.90%, paid semi-annually.
CSMIX 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 CSMIX holdings, sector breakdown, or dividend history.
CSMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.