Columbia Small Cap Value Fund I Class Z (CSCZX)

$50.45
B Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Small Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Columbia Small Cap Value Fund I Class Z 45 1.16 0.92% 4.11% 1.06%
U.S. Small Cap - Value 44 1.15 1.62% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -0.41% -0.22% -0.19%
Year-to-Date 0.92% 1.62% -0.70%
1 Year 15.68% 0.00% 15.68%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

45%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 45% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.06%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,329

Real cost (fees + lost compounding)

$1,647

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
97%

Return in excess of styles
(over past year)
0.39%