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Morningstar

Columbia Select Large Cap Value C SVLCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.19  /  1.21 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.550%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.55%
  • Turnover 7%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 10:29 PM GMT+0

Morningstar’s Analysis SVLCX

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

People Pillar

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

Columbia Select Large Cap Value C'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SVLCX

More SVLCX Holdings
  • Current Portfolio Date
  • Equity Holdings 36
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

5.71
140,714,252
Cash and Equivalents

PG&E Corp

4.09
100,747,415
Utilities

Verizon Communications Inc

3.92
96,549,207
Communication Services

Corning Inc

3.49
86,059,882
Technology

The Cigna Group

3.39
83,447,924
Healthcare

FirstEnergy Corp

3.34
82,348,892
Utilities

Freeport-McMoRan Inc

3.32
81,809,514
Basic Materials

Lowe's Companies Inc

3.29
80,988,137
Consumer Cyclical

Cisco Systems Inc

3.21
79,147,244
Technology

Wells Fargo & Co

3.18
78,345,669
Financial Services