Morningstar

Columbia Select Large Cap Value Fund Institutional 2 Class SLVIX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 47.40  /  +0.17 %
  • Total Assets 3.2B
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.460%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.36%
  • Turnover 28%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SLVIX

Will SLVIX 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 SLVIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SLVIX 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 SLVIX’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 Inst2 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings SLVIX

More SLVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Salesforce Inc

3.82 115M
Technology

American Tower Corp

3.64 110M
Real Estate

Micron Technology Inc

3.63 110M
Technology

Southwest Airlines Co

3.26 98M
Industrials

Constellation Brands Inc Class A

3.22 97M
Consumer Defensive

EPAM Systems Inc

3.16 95M
Technology

Boeing Co

3.14 95M
Industrials

Broadcom Inc

3.12 94M
Technology

Centene Corp

3.11 94M
Healthcare

Morgan Stanley

3.08 93M
Financial Services

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