NSVBX Mutual Fund

NSVBX Mutual Fund (Columbia Small Cap Value and Inflection Fund Class S) is managed by Columbia Threadneedle Investments with $60.3M in net assets. NSVBX expense ratio is 0.95%, holding 102 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2024-10-02.

NSVBX performance shows a YTD return of 24.40%. The 1-year return is 38.54% and the 5-year return is 10.22%. NSVBX dividend yield stands at 14.96%, paid semi-annually.

NSVBX top holdings include Phillips Edison & Company Inc. (2.0%), Amneal Pharmaceuticals Inc. (2.0%), Fulton Financial Corp (1.7%), Essent Group Ltd (1.7%), Associated Banc-Corp (1.7%). Go to all NSVBX holdings, NSVBX sectors, or NSVBX dividends.

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