Columbia Select Small Cap Value Fund (CSSZX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.16: the stock has moved about 16% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerColumbia Select Small Cap Value Fund (CSSZX) trades at $25.00. Columbia Select Small Cap Value Fund (CSSZX) focuses on investing in small-cap equity securities, primarily within the range of the Russell 2000® Value Index. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for CSSZX: CSSZX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Columbia Select Small Cap Value Fund (CSSZX) Financial Services Profile
Columbia Select Small Cap Value Fund (CSSZX) is an asset management fund specializing in small-cap value stocks, targeting companies within the Russell 2000® Value Index range. With a market cap of $0.41 billion and a beta of 1.16, the fund offers exposure to a specific segment of the financial services sector, focusing on undervalued smaller companies.
What Is the Investment Thesis for CSSZX?
The Columbia Select Small Cap Value Fund (CSSZX) presents a focused investment opportunity within the small-cap value segment, maintaining a portfolio aligned with the Russell 2000® Value Index. With a market capitalization of $0.41 billion and a beta of 1.16, CSSZX offers exposure to potentially undervalued companies. The fund's value lies in its targeted approach to small-cap equities, which may benefit from market inefficiencies and growth opportunities often overlooked by larger investors. The fund's success hinges on its ability to identify and capitalize on these undervalued assets through rigorous fundamental analysis. Key catalysts include the continued economic recovery and the potential for small-cap companies to outperform during specific market cycles. However, potential risks include the inherent volatility of small-cap stocks and the fund's concentrated investment strategy.
Based on FMP financials and quantitative analysis
CSSZX Key Highlights
CSSZX focuses on small-cap value stocks, aligning with the Russell 2000® Value Index.
- The fund maintains a market capitalization of $0.41 billion, indicating its position within the small-cap market segment.
- CSSZX has a beta of 1.16, suggesting a slightly higher volatility compared to the overall market.
- The fund invests at least 80% of its net assets in small-cap equity securities, demonstrating its commitment to this asset class.
- CSSZX does not offer a dividend, which may appeal to investors seeking capital appreciation rather than income.
Who Are CSSZX's Competitors?
CSSZX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BIGFX Baron International Growth Fund | $35.11 | +0.46% | $323M | — |
| GSXIX abrdn U.S. Small Cap Equity Fund | $51.20 | +1.33% | $373M | — |
| HAMVX Harbor Mid Cap Value Fund | $33.26 | +0.57% | $433M | — |
| MYIMX Victory Integrity Mid-Cap Value Fund | $27.27 | +0.44% | $361M | — |
| NOLCX Northern Large Cap Core Fund | $35.86 | +0.62% | $359M | — |
| BLK BlackRock, Inc. | $1056.94 | -0.25% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $110.62 | -1.01% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.62 | +0.12% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CSSZX's Key Strengths?
Focus on small-cap value stocks.
- Alignment with the Russell 2000® Value Index.
- Experienced investment management team.
- Part of a reputable asset management organization.
What Are CSSZX's Weaknesses?
Concentrated investment strategy focused on a specific market segment.
- Performance is highly dependent on the performance of small-cap value stocks.
- No dividend offering may limit appeal to income-seeking investors.
What Are the Key Risks for CSSZX?
Economic downturns negatively impacting small-cap stocks.
- Increased competition from other asset management firms.
- Changes in investor sentiment towards small-cap value stocks.
- Regulatory changes impacting the asset management industry.
What Are CSSZX's Competitive Advantages?
- Established track record in small-cap value investing.
- Experienced investment management team.
- Alignment with the Russell 2000® Value Index.
- Part of a larger, reputable asset management organization (Columbia Management).
What Does CSSZX Do?
Columbia Select Small Cap Value Fund (CSSZX) is an actively managed fund focused on investing in equity securities of small-capitalization companies. The fund operates under the principle of investing at least 80% of its net assets, which may include borrowings for investment purposes, in companies that align with the market capitalization range of the Russell 2000® Value Index at the time of purchase. This investment strategy is designed to provide investors with exposure to the small-cap value segment of the market, which often includes companies that are considered undervalued relative to their intrinsic worth. The fund's investment approach involves identifying and selecting companies that exhibit characteristics of value stocks, such as low price-to-earnings ratios, low price-to-book ratios, and high dividend yields (although CSSZX itself does not offer a dividend). The fund's managers conduct fundamental research and analysis to assess the financial health, growth potential, and competitive positioning of potential investments. By focusing on small-cap companies, the fund aims to capitalize on the potential for higher growth rates and market inefficiencies that may exist in this segment of the market. CSSZX's investment portfolio is diversified across various sectors and industries within the small-cap universe. The fund's performance is benchmarked against the Russell 2000® Value Index, which serves as a gauge for the overall performance of small-cap value stocks. The fund is managed by experienced investment professionals who have a deep understanding of the small-cap market and a track record of generating competitive returns for investors. CSSZX is part of a broader suite of investment products offered by Columbia Management Investment Advisers, LLC, a leading global asset manager.
What Products and Services Does CSSZX Offer?
- Invests primarily in equity securities of small-capitalization companies.
- Targets companies within the market capitalization range of the Russell 2000® Value Index.
- Conducts fundamental research to identify undervalued companies.
- Manages a diversified portfolio of small-cap value stocks.
- Aims to provide investors with exposure to the small-cap value segment of the market.
- Benchmarks performance against the Russell 2000® Value Index.
How Does CSSZX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is influenced by investment performance and investor inflows/outflows.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does CSSZX Operate In?
The asset management industry is characterized by intense competition and evolving market dynamics. Funds like Columbia Select Small Cap Value Fund (CSSZX) operate within this landscape by offering specialized investment strategies focused on specific market segments, such as small-cap value stocks. The industry is influenced by macroeconomic factors, regulatory changes, and investor sentiment. CSSZX's focus on small-cap value stocks positions it within a niche segment of the market, where it competes with other funds offering similar investment strategies. The fund's performance is closely tied to the overall performance of the small-cap market and its ability to identify and capitalize on undervalued opportunities.
Who Are CSSZX's Key Customers?
- Individual investors seeking exposure to small-cap value stocks.
- Financial advisors and wealth managers allocating client assets.
- Institutional investors, including pension funds and endowments.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -5.0%.
CSSZX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small-cap value stocks.
- Alignment with the Russell 2000® Value Index.
- Experienced investment management team.
- Part of a reputable asset management organization.
Bear Case
- Concentrated investment strategy focused on a specific market segment.
- Performance is highly dependent on the performance of small-cap value stocks.
- No dividend offering may limit appeal to income-seeking investors.
- Potential: Economic downturns negatively impacting small-cap stocks.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CSSZX Latest News
No recent news available for CSSZX.
CSSZX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CSSZX.
Price Targets
Wall Street price target analysis for CSSZX.
CSSZX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CSSZX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Columbia Select Small Cap Value Fund (CSSZX) — Financials
How does Columbia Select Small Cap Value Fund manage credit risk within its portfolio?
As an equity fund, Columbia Select Small Cap Value Fund (CSSZX) primarily invests in the stocks of small-cap companies, rather than debt instruments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is intended for informational purposes only. Investment decisions should be based on individual circumstances and thorough research.