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Columbia Select Large Cap Value Inst CSVZX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 32.19  /  1.08 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.540%
  • 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 1.45%
  • Turnover 8%

Morningstar’s Analysis CSVZX

Will CSVZX outperform in future?

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

Summary

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Columbia Select Large Cap Value Inst’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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