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 227 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2009-07-15.

CSVYX performance shows a YTD return of 15.86%. The 1-year return is 21.98% and the 5-year return is 10.23%. CSVYX dividend yield stands at 1.61%, paid annually.

CSVYX 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 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.