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Morningstar

Columbia Select Large Cap Value R SLVRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 29.59  /  1.54 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.03%
  • Turnover 7%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:24 PM GMT+0

Morningstar’s Analysis SLVRX

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

People Pillar

The People Pillar is our evaluation of the SLVRX 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 SLVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia Select Large Cap Value R's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SLVRX

More SLVRX Holdings
  • 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

Verizon Communications Inc

4.42
99,348,307
Communication Services

FirstEnergy Corp

4.11
92,281,857
Utilities

PG&E Corp

4.09
91,877,118
Utilities

The Cigna Group

4.08
91,515,161
Healthcare

Humana Inc

3.35
75,185,126
Healthcare

TechnipFMC PLC

3.33
74,791,318
Energy

Barrick Gold Corp

3.32
74,594,960
Basic Materials

Wells Fargo & Co

3.29
73,940,384
Financial Services

Marathon Petroleum Corp

3.15
70,763,825
Energy

Cisco Systems Inc

3.14
70,493,001
Technology