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Columbia Select Large Cap Value A SLVAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 30.55  /  0.73 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.98%
  • Turnover 7%

Morningstar’s Analysis SLVAX

Will SLVAX outperform in future?

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

Columbia Select Large Cap Value A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings SLVAX

  • Current Portfolio Date
  • Equity Holdings 37
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.90
112,913,570
Communication Services
3.78
87,173,701
Utilities
3.77
86,827,686
Utilities
3.67
84,634,040
Financial Services
3.60
82,981,002
Technology
3.50
80,571,765
Financial Services
3.29
75,727,854
Technology
3.18
73,289,490
Basic Materials
2.99
68,819,378
Utilities
2.97
68,431,303
Basic Materials