Columbia Select Small Cap Value Fund Class A

Frequently Asked Questions About SSCVX

What does SSCVX invest in?

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.

What is the expense ratio of SSCVX?

Columbia Select Small Cap Value Fund Class A (SSCVX) charges an expense ratio of 1.22%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SSCVX?

Columbia Select Small Cap Value Fund Class A (SSCVX) is one share class of a fund that manages $377.9M across all of its share classes (CSSZX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SSCVX actively managed or an index fund?

SSCVX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SSCVX's is 1.22%) in exchange for the discretion to over- or under-weight positions.

When was SSCVX launched?

Columbia Select Small Cap Value Fund Class A (SSCVX) launched in April 1997 and is managed by Columbia Threadneedle.

How has SSCVX performed?

SSCVX'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.