SSVIX Mutual Fund

SSVIX Mutual Fund (Columbia Select Small Cap Value Fund Class I2) is managed by Columbia Threadneedle Investments with $2.2M in net assets. SSVIX expense ratio is 0.91%, holding 58 positions across sectors including Financials, Industrials, Health Care. Inception date: 2001-11-30.

SSVIX performance shows a YTD return of 28.10%. The 1-year return is 38.63% and the 5-year return is 9.39%. SSVIX dividend yield stands at 7.04%, paid annually.

SSVIX top holdings include Pbf Energy Inc (3.9%), Popular Inc (3.4%), Axos Financial Inc (2.9%), Livanova Plc Ordinary Shares (2.8%), Stock Yards Bancorp Inc Common Stock (2.8%). Go to all SSVIX holdings, SSVIX sectors, or SSVIX dividends.

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