Morningstar

Columbia Select Large Cap Value Fund Class A SLVAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $45.17  /  +0.11 %
  • Fund Size $3.2B
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 1.20%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis SLVAX

Will SLVAX outperform in the 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 SLVAX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SLVAX

More SLVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EPAM Systems Inc

3.84 126M
Technology

Broadcom Inc

3.58 117M
Technology

Columbia Short Term Cash Fund

3.47 113M
Cash and Equivalents

Salesforce Inc

3.37 110M
Technology

Micron Technology Inc

3.36 110M
Technology

Lowe's Companies Inc

3.08 101M
Consumer Cyclical

American Tower Corp

3.04 99M
Real Estate

Amazon.com Inc

3.03 99M
Consumer Cyclical

Barrick Mining Corp

3.03 99M
Basic Materials

CVS Health Corp

2.97 97M
Healthcare

Sponsor Center