NSVBX – Columbia Sm Cp Val and Inflection S Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. 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 companies that have market capitalizations in the range of the companies in the Russell 2000® Value Index at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities, including depositary receipts. The fund normally invests in common stocks and also may invest in real estate investment trusts.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NSVBX	Columbia Small Cap Value and Inflection Fund Class S	No Load	Open			Oct 2, 2024	$51.75M	0.950%	Below Average	$0	−$28.21M
NSVAX	Columbia Small Cap Value and Inflection Fund Institutional Class	Institutional	Open			May 1, 2002	$202.93M	0.950%	Average	$2,000	−$40.35M
CRRYX	Columbia Small Cap Value and Inflection Fund Institutional 3 Class	Institutional	Open			Nov 8, 2012	$450.69M	0.750%	Low	$1M	−$31.99M
CRRRX	Columbia Small Cap Value and Inflection Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$64.37M	0.800%	Below Average	$0	−$18.35M
COVAX	Columbia Small Cap Value and Inflection Fund Class A	Front Load	Open			May 1, 2002	$68.52M	1.200%	Below Average	$2,000	−$9.30M
CCTRX	Columbia Small Cap Value and Inflection Fund Class R	Retirement, Medium	Open			Jan 23, 2006	$2.77M	1.450%	Average	$0	$217,522.09

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