CSVYX Mutual Fund

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 19.64%. The 1-year return is 38.45% and the 5-year return is 12.00%. CSVYX dividend yield stands at 12.98%, paid semi-annually.

CSVYX 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 CSVYX holdings, CSVYX sectors, or CSVYX dividends.

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