Columbia Select Large Cap Value Fund Class A SLVAX

Morningstar Medalist Rating
  • NAV / 1-Day Return$45.06  /  +0.51%
  • Fund Size$3.1B
  • Adjusted Expense Ratio0.850%
  • Net Expense Ratio0.820%
  • Fee Level: DistributionBelow Average
  • Share Class TypeFront Load
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield1.17%
  • Turnover Ratio43%

Morningstar’s Analysis SLVAX

Will SLVAX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Select Large Cap Value A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SLVAX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

3.89121M
Technology

Micron Technology Inc

3.48109M
Technology

EPAM Systems Inc

3.45108M
Technology

Corning Inc

3.37105M
Technology

Salesforce Inc

3.1598M
Technology

CVS Health Corp

3.1398M
Healthcare

The Cigna Group

3.1397M
Healthcare

Amazon.com Inc

3.1097M
Consumer Cyclical

American Tower Corp

3.0294M
Real Estate

Boeing Co

2.9592M
Industrials

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