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Columbia Select Large Cap Value C SVLCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 28.12  /  +0.29 %
  • Total Assets 2.3 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 1.25%
  • Turnover 7%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 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.

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 highest quintile among peers.

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Portfolio Holdings SVLCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

4.44 106.7 Mil
Communication Services

Qualcomm Inc

3.75 90.3 Mil
Technology

FirstEnergy Corp

3.63 87.2 Mil
Utilities

Bank of America Corp

3.56 85.7 Mil
Financial Services

PG&E Corp

3.46 83.2 Mil
Utilities

Freeport-McMoRan Inc

3.45 82.8 Mil
Basic Materials

The Cigna Group

3.26 78.4 Mil
Healthcare

TechnipFMC PLC

3.18 76.4 Mil
Energy

Lowe's Companies Inc

3.13 75.3 Mil
Consumer Cyclical

Corning Inc

3.05 73.3 Mil
Technology