CSVRX Mutual Fund

CSVRX Mutual Fund (Columbia Small Cap Value Discovery Fund Class R) is managed by Columbia Threadneedle Investments with $4.2M in net assets. CSVRX expense ratio is 1.45%, holding 226 positions across sectors including Industrials, Real Estate, Financials. Inception date: 2010-09-27.

CSVRX performance shows a YTD return of 19.73%. The 1-year return is 27.14% and the 5-year return is 16.59%. CSVRX dividend yield stands at 15.84%, paid semi-annually.

CSVRX top holdings include Littelfuse Inc (1.2%), Knight-Swift Transportation Holdings Inc (1.1%), Meritage Corporation (1.1%), National Fuel Gas Co (1.0%), Arcbest Corp (1.0%). Go to all CSVRX holdings, CSVRX sectors, or CSVRX dividends.

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