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Nasdaq - Delayed Quote USD

Columbia Select Large Cap Value Inst (CSVZX)

35.70
-0.03
(-0.08%)
At close: 8:03:46 PM EDT
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  • Previous Close 35.73
  • YTD Return 4.09%
  • Expense Ratio 0.55%
  • 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 1.81%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.66
  • 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: CSVZX

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Trailing returns as of 3/31/2025. Category is Large Value.

YTD Return

CSVZX
4.09%
Category
4.44%
 

1-Year Return

CSVZX
15.46%
Category
14.37%
 

3-Year Return

CSVZX
6.47%
Category
6.04%
 

5-Year Return

CSVZX
14.07%
Category
9.20%
 

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Holdings: CSVZX

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Sector Weightings

SectorCSVZX
Technology   15.02%
Industrials   13.28%
Healthcare   11.96%
Energy   10.28%
Utilities   7.58%
Real Estate   3.04%

Recent News: CSVZX

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Research Reports: CSVZX

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