Nasdaq - Delayed Quote USD

Columbia Select Large Cap Value Inst (CSVZX)

36.87 -0.12 (-0.32%)
At close: 6:46 PM EDT
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DELL
  • Previous Close 36.99
  • YTD Return 15.74%
  • Expense Ratio 0.55%
  • Category Large Value
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 2.53B
  • Beta (5Y Monthly) 0.80
  • Yield 1.83%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.68
  • Inception Date Sep 27, 2010

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.

Columbia Threadneedle

Fund Family

Large Value

Fund Category

2.53B

Net Assets

2010-09-27

Inception Date

Performance Overview: CSVZX

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Trailing returns as of 10/22/2024. Category is Large Value.

YTD Return

CSVZX
15.74%
Category
4.44%
?

1-Year Return

CSVZX
26.41%
Category
14.37%
?

3-Year Return

CSVZX
9.64%
Category
6.04%
?

5-Year Return

CSVZX
12.63%
Category
9.20%
?

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Holdings: CSVZX

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Top 10 Holdings (32.56% of Total Assets)

SymbolCompany% Assets
VZ
Verizon Communications Inc. 4.44%
AMT
American Tower Corporation 3.49%
AES
The AES Corporation 3.27%
FE
FirstEnergy Corp. 3.20%
PCG
PG&E Corporation 3.19%
LOW
Lowe's Companies, Inc. 3.11%
C
Citigroup Inc. 3.08%
FCX
Freeport-McMoRan Inc. 3.00%
CI
The Cigna Group 2.91%
EPAM
EPAM Systems, Inc. 2.86%

Sector Weightings

Recent News: CSVZX

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Research Reports: CSVZX

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