Columbia Select Large Cap Value A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Columbia Select Large Cap Value Fund Class A SLVAX
- NAV / 1-Day Return 43.76 / +2.22 %
- Total Assets 3.1B
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.800%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.21%
- Turnover 28%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 1:11 AM GMT+0
Morningstar’s Analysis SLVAX
Will SLVAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SLVAX 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 SLVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Constellation Brands Inc Class A | 3.74 | 109M | Consumer Defensive |
American Tower Corp | 3.66 | 107M | Real Estate |
Verizon Communications Inc | 3.61 | 106M | Communication Services |
Salesforce Inc | 3.48 | 102M | Technology |
CVS Health Corp | 3.44 | 101M | Healthcare |
Lowe's Companies Inc | 3.37 | 99M | Consumer Cyclical |
Boeing Co | 3.21 | 94M | Industrials |
Centene Corp | 3.19 | 93M | Healthcare |
EPAM Systems Inc | 3.06 | 90M | Technology |
PG&E Corp | 2.99 | 88M | Utilities |
United States