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Columbia Select Large Cap Value Inst2 SLVIX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 31.33  /  0.41 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.51%
  • Turnover 7%

Morningstar’s Analysis SLVIX

Will SLVIX outperform in future?

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

Columbia Select Large Cap Value Inst2'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 portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings SLVIX

  • Current Portfolio Date
  • Equity Holdings 37
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 36.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.42
99,348,307
Communication Services
4.11
92,281,857
Utilities
4.09
91,877,118
Utilities
4.08
91,515,161
Healthcare
3.35
75,185,126
Healthcare
3.33
74,791,318
Energy
3.32
74,594,960
Basic Materials
3.29
73,940,384
Financial Services
3.15
70,763,825
Energy
3.14
70,493,001
Technology