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Nasdaq - Delayed Quote USD
Columbia Select Large Cap Value Inst3 (CSRYX)
36.27
0.00
(0.00%)
At close: 8:05:28 AM EDT
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36.27 - YTD Return 4.09%
- Expense Ratio 0.42%
- Category Large Value
- Last Cap Gain 34.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating --
- Net Assets 2.39B
- Beta (5Y Monthly) 0.86
- Yield 1.89%
- 5y Average Return --
- Holdings Turnover 20.00%
- Last Dividend 0.71
- Inception Date Oct 2, 2024
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.
Columbia Threadneedle
Fund Family
Large Value
Fund Category
2.39B
Net Assets
2024-10-02
Inception Date
Performance Overview: CSRYX
View MoreTrailing returns as of 3/18/2025. Category is Large Value.
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Holdings: CSRYX
View MoreTop 10 Holdings (33.67% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCSRYX
Financial Services 21.13%
Technology 15.02%
Industrials 13.28%
Healthcare 11.96%
Energy 10.28%
Utilities 7.58%
Communication Services 6.58%
Basic Materials 5.19%
Consumer Defensive 3.13%
Real Estate 3.04%
Consumer Cyclical 2.82%
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