Columbia Variable Portfolio - Small Cap Value fund
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Fund Overview
Advisor
Columbia Management Investment Advisers, LLC
Objective/Focus:
Invests primarily in stocks of small-capitalization and microcap U.S. companies which appear to be trading below intrinsic value based on the quality of their balance sheets and cash flows. The objective is long-term capital growth.
Asset Class:
Small-Cap Stocks
Style:
Value
Fund Facts as of 9/30/2025
Fund Inception
5/19/1998
First Available for Variable Annuity
7/1/2025
First Available for Variable Life
7/1/2025
Net Assets
$413.0 Million
Top 10 Portfolio Holdings % of Net Assets
Essent Group
1.3%
JBT Marel Corp.
1.3%
MacErich Co.
1.2%
PennyMac
1.1%
Vontier
1.0%
Cushman & Wakefield
1.0%
UFP Industries
1.0%
PBF Energy
1.0%
Telephone & Data Systems
1.0%
Capstone Copper
1.0%
Total % of Net Assets
10.9%
Sector Weightings % of Equities
Financials
18.8%
Industrials
15.3%
Consumer Discretionary
12.2%
Real Estate
11.7%
Health Care
10.2%