Advertisement
Skip to Content

Columbia Small Cap Value I A CSMIX Fund Analysis

| Quantitative rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CSMIX

Will CSMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Columbia Small Cap Value I A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor