Investment objective & strategy
As of Sept. 24, 2025 · prospectusObjective. Columbia Select Small Cap Value Fund (the Fund) seeks to provide shareholders with long-term capital appreciation.
Strategy. Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 2000 Value Index (the Index) at the time of purchase (between $ 31.6 million and $ 10.9 billion as of August 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Funds Board of Trustees may change the parameters by which smaller market capitalization is defined if it concludes such a change is appropriate. The Fund invests substantially in securities of U.S. issuers. The Fund may invest up to … Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of small capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 2000 Value Index (the Index) at the time of purchase (between $ 31.6 million and $ 10.9 billion as of August 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Funds Board of Trustees may change the parameters by which smaller market capitalization is defined if it concludes such a change is appropriate. The Fund invests substantially in securities of U.S. issuers. The Fund may invest up to 25% of its net assets in foreign investments. The Fund also invests substantially in value companies. The Fund considers value companies to be those companies believed by the investment manager to be undervalued, either historically, by the market, or as compared with issuers in the same or similar industry or sector. The Fund may at times emphasize one or more sectors in selecting its investments, including the financials sector. The Fund also may invest in real estate investment trusts. The Fund may hold a small number of securities, consistent with its value investment approach. Generally, the Fund anticipates holding between 45 and 55 securities in its portfolio; however, the Fund may hold, at any time, more or fewer securities than noted in this range.
Top holdings
As of Feb. 28, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | — | $14.66M | 3.67% |
| VIAVI SOLUTIONS INC | — | $13.51M | 3.38% |
| PORTLAND GENERAL ELECTRIC CO | — | $12.65M | 3.16% |
| ATI INC | — | $12.41M | 3.10% |
| POPULAR INC | — | $11.34M | 2.84% |
| OUTFRONT MEDIA INC | — | $11.20M | 2.80% |
| REGAL REXNORD CORP | — | $10.58M | 2.65% |
| AXOS FINANCIAL INC | — | $10.53M | 2.63% |
| ATMUS FILTRATION TECHNOLOGIES INC | — | $10.44M | 2.61% |
| LIVANOVA PLC | — | $10.26M | 2.57% |
Portfolio moves
Nov 30, 2025 → Feb 28, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Columbia Variable Portfolio - Select Small Cap Value Fund | 93% | 0.85% |
| MassMutual Small Cap Opportunities Fund · DLBMX, MSCLX, MSCDX, MSVYX, MOORX, MSOOX, MCCRX, MMOGX | 14% | 0.65% |
| MML VIP Invesco Small Cap Equity Fund | 14% | 0.71% |
Advisers
| Firm | Role |
|---|---|
| Columbia Management Investment Advisers, LLC | Adviser |
Footnotes
- Expense ratio as of September 24, 2025, from the fund's prospectus.
- Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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