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Columbia Select Large Cap Value Inst CSVZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 33.41  /  +0.30 %
  • Total Assets 2.3 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 2.08%
  • 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.

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 sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings CSVZX

  • 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