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Nasdaq - Delayed Quote USD

Columbia Select Large Cap Value S (CSVGX)

34.65
+0.29
+(0.84%)
At close: 8:00:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.04%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (Apr 28, 2025) --
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSVGX
Category
YTD
2.94%
4.44%
1-Month
-1.11%
-4.04%
3-Month
2.94%
4.09%
1-Year
6.84%
14.37%
3-Year
5.45%
6.04%
5-Year
18.02%
9.20%
10-Year
9.44%
8.57%
Last Bull Market
13.60%
22.97%
Last Bear Market
-13.31%
-11.27%

Annual Total Return (%) History

Year
CSVGX
Category
2025
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.94% -- -- --

Rank in Category (By Total Return)

YTD 26
1-Month 11
3-Month 26
1-Year 50
3-Year 77
5-Year 27

Load Adjusted Returns

1-Year 6.84%
3-Year 5.45%
5-Year 18.02%
10-Year 9.44%

Performance & Risk

YTD Return -1.04%
5y Average Return 0.00%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 2.36B
YTD Return 2.94%
Yield --
Morningstar Rating
Inception Date Sep 27, 2010

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.

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