Columbia Select Large Cap Value Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Columbia Select Large Cap Value Fund Institutional Class CSVZX
- NAV / 1-Day Return $47.47 / +0.23 %
- Fund Size $3.2B
- Adjusted Expense Ratio 0.600%
- Net Expense Ratio 0.570%
- Fee Level: Distribution Below Average
- Share Class Type Institutional
- Morningstar Category Large Value
- Equity Style Box (Funds) Large Value
- Minimum Initial Investment $2,000
- Investment Status Open
- TTM Yield 1.32%
- Turnover Ratio 43%
Morningstar’s Analysis CSVZX
Will CSVZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 3.89 | 121M | Technology |
Micron Technology Inc | 3.48 | 109M | Technology |
EPAM Systems Inc | 3.45 | 108M | Technology |
Corning Inc | 3.37 | 105M | Technology |
Salesforce Inc | 3.15 | 98M | Technology |
CVS Health Corp | 3.13 | 98M | Healthcare |
The Cigna Group | 3.13 | 97M | Healthcare |
Amazon.com Inc | 3.10 | 97M | Consumer Cyclical |
American Tower Corp | 3.02 | 94M | Real Estate |
Boeing Co | 2.95 | 92M | Industrials |
United States