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 226 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2010-09-27.

CSVRX performance shows a YTD return of 17.13%. The 1-year return is 22.32% and the 5-year return is 16.59%. CSVRX dividend yield stands at 1.63%.

CSVRX top holdings include Flagstar Financial Inc (1.4%), Terex Corp (1.3%), Essent Group Ltd (1.2%), Rayonier Inc (1.1%), Jbt Marel Corp (1.1%). 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.