CSMIX
Columbia Small Cap Value Discovery Fund Class A
Mutual fund
$46.03+0.39 (+0.85%)Close Oct 2, 2026
Adjusted price
+16.85% total return, past year
Key statistics
- Net assets
- $2.52B
- Expense ratio
- 1.2%
- 52-week range
- $41.82$50.63
- From all-time high
- −15.26%
- Max drawdown
- −56.88%
- Volatility
- 20.78%
- Sharpe ratio
- 0.51
- Beta (5Y monthly)
- 1.01
- First close
- Jul 25, 1986
Returns
Total
- 1M
- −5.8%
- YTD
- +12.8%
- 1Y
- +16.8%
Per year
- 3Y
- +18.0%
- 5Y
- +9.6%
- 10Y
- +10.7%
- 20Y
- +8.6%
- Since 1986
- +8.8%
Fund facts
As of Jul 31, 2026- Holdings
- 226
- Top 10 holdings
- 11.6%
- Stocks
- 98.7%
- Cash
- 0.9%
Sectors
- Industrials
- 17.9%
- Financials
- 16.0%
- Real Estate
- 15.8%
- Information Technology
- 11.0%
- Health Care
- 8.9%
- Other
- 29.2%
Annual returns
1986 from Jul 25 · 2026 through Oct 2