Morningstar

Columbia Select Large Cap Value Fund Institutional Class CSVZX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $47.36  /  −0.80 %
  • Fund Size $3.2B
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.570%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 1.32%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis CSVZX

Will CSVZX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSVZX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings CSVZX

More CSVZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EPAM Systems Inc

3.84 126M
Technology

Broadcom Inc

3.58 117M
Technology

Columbia Short Term Cash Fund

3.47 113M
Cash and Equivalents

Salesforce Inc

3.37 110M
Technology

Micron Technology Inc

3.36 110M
Technology

Lowe's Companies Inc

3.08 101M
Consumer Cyclical

American Tower Corp

3.04 99M
Real Estate

Amazon.com Inc

3.03 99M
Consumer Cyclical

Barrick Mining Corp

3.03 99M
Basic Materials

CVS Health Corp

2.97 97M
Healthcare

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