Columbia Select Large Cap Value Inst3 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Columbia Select Large Cap Value Fund Institutional 3 Class CSRYX
- NAV / 1-Day Return 46.97 / +0.19 %
- Total Assets 3.0B
-
Adj. Expense Ratio
0.480%
- Expense Ratio 0.420%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1M
- Status Open
- TTM Yield 1.39%
- Turnover 28%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CSRYX
Will CSRYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CSRYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CSRYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Constellation Brands Inc Class A | 3.74 | 109M | Consumer Defensive |
American Tower Corp | 3.66 | 107M | Real Estate |
Verizon Communications Inc | 3.61 | 106M | Communication Services |
Salesforce Inc | 3.48 | 102M | Technology |
CVS Health Corp | 3.44 | 101M | Healthcare |
Lowe's Companies Inc | 3.37 | 99M | Consumer Cyclical |
Boeing Co | 3.21 | 94M | Industrials |
Centene Corp | 3.19 | 93M | Healthcare |
EPAM Systems Inc | 3.06 | 90M | Technology |
PG&E Corp | 2.99 | 88M | Utilities |
United States