The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Columbia Select Large Cap Value Inst CSVZX
- NAV / 1-Day Return 33.41 / +0.30 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- 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 2.08%
- Turnover 7%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CSVZX
Will CSVZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Verizon Communications Inc | 4.53 | 105.2 Mil | Communication Services |
Wells Fargo & Co | 3.98 | 92.5 Mil | Financial Services |
Qualcomm Inc | 3.74 | 87.0 Mil | Technology |
PG&E Corp | 3.69 | 85.7 Mil | Utilities |
FirstEnergy Corp | 3.68 | 85.5 Mil | Utilities |
Bank of America Corp | 3.47 | 80.7 Mil | Financial Services |
The Cigna Group | 3.23 | 75.0 Mil | Healthcare |
Corning Inc | 3.19 | 74.1 Mil | Technology |
Lowe's Companies Inc | 3.16 | 73.5 Mil | Consumer Cyclical |
Freeport-McMoRan Inc | 2.96 | 68.9 Mil | Basic Materials |