Morningstar

Columbia Select Large Cap Value A SLVAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 34.82  /  +0.90 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.73%
  • Turnover 20%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SLVAX

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

  • People Pillar

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

Columbia Select Large Cap Value A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SLVAX

More SLVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

4.20 104.6 Mil
Communication Services

FirstEnergy Corp

3.92 97.6 Mil
Utilities

PG&E Corp

3.86 96.3 Mil
Utilities

American Tower Corp

3.42 85.1 Mil
Real Estate

Williams Companies Inc

3.22 80.3 Mil
Energy

Philip Morris International Inc

3.18 79.3 Mil
Consumer Defensive

The Cigna Group

3.08 76.9 Mil
Healthcare

JPMorgan Chase & Co

3.00 74.7 Mil
Financial Services

Lowe's Companies Inc

2.90 72.3 Mil
Consumer Cyclical

RTX Corp

2.86 71.4 Mil
Industrials

Sponsor Center