Skip to Content

Columbia Select Large Cap Value Inst CSVZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 34.70  /  +0.46 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.550%
  • 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 2.01%
  • Turnover 7%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:12 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.

Columbia Select Large Cap Value Inst's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSVZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

4.32 100.5 Mil
Communication Services

Qualcomm Inc

3.80 88.4 Mil
Technology

FirstEnergy Corp

3.73 86.6 Mil
Utilities

PG&E Corp

3.65 84.9 Mil
Utilities

Bank of America Corp

3.60 83.7 Mil
Financial Services

TechnipFMC PLC

3.35 77.9 Mil
Energy

The Cigna Group

3.32 77.1 Mil
Healthcare

Corning Inc

3.19 74.2 Mil
Technology

Wells Fargo & Co

3.15 73.3 Mil
Financial Services

Alphabet Inc Class A

3.05 70.9 Mil
Communication Services