Columbia Select Small Cap Value SMA Cmp (S:0P0000VNRJ)
40.27
+2.05
(+5.38%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Viavi Solutions, Inc. | 3.55% | 35.87 | -2.76% |
| MACOM Technology Solutions Holdings, Inc. | 3.47% | 233.16 | -2.16% |
| Axos Financial, Inc. | 3.22% | 86.79 | 1.68% |
| Kratos Defense & Security Solutions, Inc. | 3.18% | 74.11 | 10.10% |
| Portland General Electric Co. | 3.06% | 53.13 | -1.01% |
| Popular, Inc. | 2.79% | 139.87 | 2.24% |
| Atlantic Union Bankshares Corp. | 2.63% | 36.32 | 0.62% |
| OUTFRONT Media, Inc. | 2.54% | 27.30 | 0.72% |
| Columbia Banking System, Inc. | 2.46% | 28.03 | 1.08% |
| Stock Yards Bancorp, Inc. | 2.43% | 67.70 | 0.74% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |