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Morningstar

Columbia Select Large Cap Value A SLVAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 34.02  /  +1.34 %
  • Total Assets 2.4 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 1.82%
  • Turnover 7%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SLVAX

Will SLVAX outperform in 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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SLVAX

More SLVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

4.38 103.3 Mil
Communication Services

Bank of America Corp

3.76 88.5 Mil
Financial Services

PG&E Corp

3.62 85.3 Mil
Utilities

FirstEnergy Corp

3.61 85.1 Mil
Utilities

TechnipFMC PLC

3.32 78.3 Mil
Energy

Alphabet Inc Class A

3.32 78.1 Mil
Communication Services

Williams Companies Inc

3.17 74.6 Mil
Energy

American Tower Corp

3.13 73.8 Mil
Real Estate

Wells Fargo & Co

3.07 72.2 Mil
Financial Services

The Cigna Group

2.98 70.2 Mil
Healthcare