Skip to Content
Morningstar

Columbia Select Large Cap Value Inst CSVZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 35.79  /  +1.36 %
  • 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 1.95%
  • Turnover 7%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 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.

  • 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.

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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSVZX

More CSVZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

4.38 103.3 Mil
Communication Services

Bank of America Corp

3.76 88.5 Mil
Financial Services

PG&E Corp

3.62 85.3 Mil
Utilities

FirstEnergy Corp

3.61 85.1 Mil
Utilities

TechnipFMC PLC

3.32 78.3 Mil
Energy

Alphabet Inc Class A

3.32 78.1 Mil
Communication Services

Williams Companies Inc

3.17 74.6 Mil
Energy

American Tower Corp

3.13 73.8 Mil
Real Estate

Wells Fargo & Co

3.07 72.2 Mil
Financial Services

The Cigna Group

2.98 70.2 Mil
Healthcare