Columbia Select Large Cap Value C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Columbia Select Large Cap Value Fund Class C SVLCX
- NAV / 1-Day Return $39.31 / +0.23 %
- Fund Size $3.2B
- Adjusted Expense Ratio 1.600%
- Net Expense Ratio 1.570%
- Fee Level: Distribution Below Average
- Share Class Type Level Load
- Morningstar Category Large Value
- Equity Style Box (Funds) Large Value
- Minimum Initial Investment $2,000
- Investment Status Open
- TTM Yield 0.68%
- Turnover Ratio 43%
Morningstar’s Analysis SVLCX
Will SVLCX 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