Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
1.06% 383.47M 0.34% 17.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-94.14M 3.84% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide shareholders with long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 2000® Value Index (the index) at the time of purchase.
General
Security Type Mutual Fund
Oldest Share Symbol SSCVX
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Blend
Category Index Russell 2000 TR USD
Prospectus Objective Small Company
Fund Owner Firm Name Columbia
Prospectus Benchmark Index
Russell 2000 Value TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Kari Montanus 6.58 yrs
Jonas Patrikson 2.25 yrs

One Page Report

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 73
-94.14M
-2.421B Category Low
2.107B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of July 31, 2020

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
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As of August 14, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Edit comparables
Name
2013
2014
2015
2016
2017
2018
2019
YTD
48.53%
5.64%
-3.78%
13.08%
12.88%
-13.32%
19.02%
-7.72%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
5.66%
--
--
1.47%
18.22%
13.78%
-14.34%
22.61%
-17.78%
39.31%
4.73%
-5.47%
26.46%
7.85%
-15.74%
20.45%
-20.07%
51.59%
4.02%
-6.05%
21.32%
8.58%
-18.88%
28.86%
-13.81%
43.66%
3.45%
-1.37%
22.00%
14.39%
-11.95%
21.54%
-16.19%
As of August 14, 2020.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (8-14-20) 0.34%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 14.46
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of June 30, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of June 30, 2020

Asset Allocation

As of June 30, 2020.
Type % Net % Long % Short
Cash 3.65% Upgrade Upgrade
Stock 96.35% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
National General Holdings Corp 4.05% 34.11 -0.18%
Knight-Swift Transportation Holdings Inc A 3.50% 43.85 0.09%
Pacific Premier Bancorp Inc 3.25% 23.05 0.66%
Viavi Solutions Inc 3.14% 13.75 -2.07%
Axos Financial Inc 3.07% 24.89 1.22%
Cubic Corp 2.95% 46.16 -0.39%
MACOM Technology Solutions Holdings Inc 2.84% 38.39 -1.94%
Radian Group Inc 2.77% 15.26 -0.39%
Rexnord Corp 2.68% 30.94 1.01%
The Hanover Insurance Group Inc 2.67% 106.51 0.47%

Fees & Availability

Fees
Actual 12B-1 Fee Upgrade
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks to provide shareholders with long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 2000® Value Index (the index) at the time of purchase.
General
Security Type Mutual Fund
Oldest Share Symbol SSCVX
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Blend
Category Index Russell 2000 TR USD
Prospectus Objective Small Company
Fund Owner Firm Name Columbia
Prospectus Benchmark Index
Russell 2000 Value TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Kari Montanus 6.58 yrs
Jonas Patrikson 2.25 yrs

One Page Report

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (8-14-20) 0.34%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 14.46
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of June 30, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of June 30, 2020

Fund Details

Key Dates
Inception Date 9/27/2010
Last Annual Report Date 5/31/2020
Last Prospectus Date 10/1/2019
Share Classes
CSPRX Adv
CSSYX Inst
SSCVX A
SSVIX Inst
SSVRX Retirement
SVMCX C
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No