Columbia Select Large Cap Value Inst 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 Class CSVZX
- NAV / 1-Day Return 46.49 / −1.13 %
- Total Assets 3.1B
-
Adj. Expense Ratio
0.600%
- Expense Ratio 0.550%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.34%
- Turnover 28%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CSVZX
Will CSVZX 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 CSVZX 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 CSVZX’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 33.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Salesforce Inc | 3.82 | 115M | Technology |
American Tower Corp | 3.64 | 110M | Real Estate |
Micron Technology Inc | 3.63 | 110M | Technology |
Southwest Airlines Co | 3.26 | 98M | Industrials |
Constellation Brands Inc Class A | 3.22 | 97M | Consumer Defensive |
EPAM Systems Inc | 3.16 | 95M | Technology |
Boeing Co | 3.14 | 95M | Industrials |
Broadcom Inc | 3.12 | 94M | Technology |
Centene Corp | 3.11 | 94M | Healthcare |
Morgan Stanley | 3.08 | 93M | Financial Services |
United States