Columbia Select Large Cap Value Fund Institutional 3 Class
CSRYX
NASDAQ
| Weiss Ratings | CSRYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CSRYX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Richard Taft (9), Jeffrey Wimmer (2) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CSRYX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Select Large Cap Value Fund Institutional 3 Class | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 01, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CSRYX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.51% | |||
| Dividend | CSRYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.99% | |||
| Asset Allocation | CSRYX-NASDAQ | Click to Compare |
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| Cash | 3.02% | |||
| Stock | 96.97% | |||
| U.S. Stock | 94.33% | |||
| Non-U.S. Stock | 2.64% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CSRYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.54% | |||
| 30-Day Total Return | -4.27% | |||
| 60-Day Total Return | -1.13% | |||
| 90-Day Total Return | 2.30% | |||
| Year to Date Total Return | 3.69% | |||
| 1-Year Total Return | 35.00% | |||
| 2-Year Total Return | 38.48% | |||
| 3-Year Total Return | 60.22% | |||
| 5-Year Total Return | 72.68% | |||
| Price | CSRYX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CSRYX-NASDAQ | Click to Compare |
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| Nav | $43.47 | |||
| 1-Month Low NAV | $42.04 | |||
| 1-Month High NAV | $45.52 | |||
| 52-Week Low NAV | $32.16 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $46.20 | |||
| 52-Week High Price (Date) | Feb 26, 2026 | |||
| Beta / Standard Deviation | CSRYX-NASDAQ | Click to Compare |
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| Beta | 0.82 | |||
| Standard Deviation | 13.19 | |||
| Balance Sheet | CSRYX-NASDAQ | Click to Compare |
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| Total Assets | 2.74B | |||
| Operating Ratios | CSRYX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.48% | |||
| Turnover Ratio | 28.00% | |||
| Performance | CSRYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.83% | |||
| Last Bear Market Total Return | -13.21% | |||