SLVRX – Columbia Select Large Cap Value R Investment Strategy | Morningstar

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Strategy

The investment seeks to provide shareholders with long-term capital appreciation. Under normal circumstances, at least 80% of the fund's net assets are invested in equity securities of large capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 1000® Value Index at the time of purchase. The fund invests substantially in securities of U.S. issuers. The fund also invests substantially in “value” companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CSVGX	Columbia Select Large Cap Value Fund Class S	No Load	Open			Oct 2, 2024	$18.91M	0.600%	Below Average	$0	−$5.83M
SLVIX	Columbia Select Large Cap Value Fund Institutional 2 Class	Institutional	Open			Nov 30, 2001	$176.82M	0.530%	Below Average	$0	$25.64M
CSVZX	Columbia Select Large Cap Value Fund Institutional Class	Institutional	Open			Sep 27, 2010	$2.18B	0.600%	Below Average	$2,000	−$35.62M
CSRYX	Columbia Select Large Cap Value Fund Institutional 3 Class	Institutional	Open			Oct 1, 2014	$288.91M	0.480%	Below Average	$1M	−$2.06M
SLVAX	Columbia Select Large Cap Value Fund Class A	Front Load	Open			Apr 25, 1997	$395.48M	0.850%	Below Average	$2,000	−$2.40M
SVLCX	Columbia Select Large Cap Value Fund Class C	Level Load	Open			May 27, 1999	$41.83M	1.600%	Below Average	$2,000	−$5.39M
SLVRX	Columbia Select Large Cap Value Fund Class R	Retirement, Medium	Open			Apr 30, 2003	$57.88M	1.100%	Average	$0	$6.58M

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