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Nasdaq - Delayed Quote USD
Columbia Select Large Cap Value Adv (CSERX)
38.44
+0.24
+(0.63%)
At close: November 22 at 8:01:33 PM EST
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Morgan Stanley Select UMA
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD TRANSACTION FEE
- Securities America Inc.
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal circumstances, at least 80% of the fund's net assets are invested in equity securities of large capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 1000® Value Index at the time of purchase. The fund invests substantially in securities of U.S. issuers. The fund also invests substantially in “value” companies.
Fund Overview
| Category | Large Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.59B |
| YTD Return | 14.21% |
| Yield | 1.83% |
| Morningstar Rating | |
| Inception Date | Nov 30, 2001 |
Performance & Risk
| YTD Return | 18.74% |
| 5y Average Return | 11.80% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
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