CSVRX Mutual Fund

CSVRX Mutual Fund (Columbia Small Cap Value Discovery Fund Class R) is managed by Columbia Threadneedle Investments with $4.2M in net assets. CSVRX expense ratio is 1.45%, holding 234 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2010-09-27.

CSVRX performance shows a YTD return of 19.03%. The 1-year return is 37.37% and the 5-year return is 11.28%. CSVRX dividend yield stands at 15.83%, paid semi-annually.

CSVRX 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 CSVRX holdings, CSVRX sectors, or CSVRX dividends.

CSVRX can be compared against other funds. Use CSVRX overlap to find shared positions, or CSVRX vs another fund for a side-by-side view. CSVRX alternatives are available via the screener, along with tax-loss harvesting opportunities.