Columbia Select Small Cap Value Fund

Frequently Asked Questions About CSSZX

What does CSSZX invest in?

Typically, the fund commits at least 80% of its total assets—including any funds obtained through borrowing for investment—to stocks issued by companies with small market capitalizations. The valuation of these businesses aligns with the range of firms featured in the Russell 2000® Value Index at the point of acquisition.

What is the expense ratio of CSSZX?

Columbia Select Small Cap Value Fund (CSSZX) charges an expense ratio of 0.97%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CSSZX?

Columbia Select Small Cap Value Fund (CSSZX) manages $377.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CSSZX actively managed or an index fund?

CSSZX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (CSSZX's is 0.97%) because there's no security selection cost.

When was CSSZX launched?

Columbia Select Small Cap Value Fund (CSSZX) launched in September 2010 and is managed by Columbia Threadneedle.

How has CSSZX performed?

CSSZX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.