Columbia Small Cap Value Fund I Institutional 3 Class
CSVYX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston MA 02111 Boston MA United States of America 02111
- IPO Date
- Jul 15, 2009
- CIK
- 0000773757
- Website
- columbiathreadneedleus.com
- Similar Companies
- Business
- Columbia Small Cap Value Discovery Fund Institutional 3 Class (CSVYX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of small-cap value companies, primarily within the market capitalization range of the Russell 2000 Value Index; it may allocate up to 20% to foreign securities and maintains a diversified portfolio across sectors such as real estate, financial services, industrials, consumer cyclical, and technology, with top holdings including Essent Group Ltd, Murphy Oil Corp, and Summit Materials Inc Class A. The fund, managed by Columbia Management Investment Advisers, LLC, a subsidiary of Columbia Threadneedle Investments, features an institutional share class with a minimum initial investment of $1 million, a net expense ratio of 0.81% to 0.85%, and daily pricing; it is available to U.S. investors through financial intermediaries. Launched on July 15, 2009, with roots in the broader Columbia Funds family dating to 1986, the fund is domiciled in the United States and headquartered in Boston, Massachusetts, as part of Columbia Threadneedle's global operations spanning the Americas, Europe, Asia, and the Middle East. Portfolio management includes lead manager Jeremy Javidi since August 2005 and co-manager Bryan Lassiter since November 2023, supporting a strategy focused on quality, undiscovered value stocks with a portfolio turnover of 72% and total net assets exceeding $1.8 billion. Recent developments at the parent organization include the October 2025 launch of six new actively managed ETFs, such as the Columbia Research Enhanced Small Cap ETF (RESM), expanding equity offerings in small-cap strategies; a October 2025 investment partnership with Long Run Partners to securitize up to $1.5 billion in non-agency mortgages, enhancing private credit capabilities; and ongoing fund management transitions, such as those announced in September 2024 for Columbia Threadneedle (Lux) SICAV funds.