Columbia Select Large Cap Value Fund Institutional Class
CSVZX
NASDAQ
| Weiss Ratings | CSVZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CSVZX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Richard Taft (10), Jeffrey Wimmer (2) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CSVZX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Select Large Cap Value Fund Institutional Class | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 27, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CSVZX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.30% | |||
| Dividend | CSVZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.80% | |||
| Asset Allocation | CSVZX-NASDAQ | Click to Compare |
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| Cash | 2.23% | |||
| Stock | 97.77% | |||
| U.S. Stock | 94.84% | |||
| Non-U.S. Stock | 2.93% | |||
| 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 | CSVZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.04% | |||
| 30-Day Total Return | 0.87% | |||
| 60-Day Total Return | -3.88% | |||
| 90-Day Total Return | -3.65% | |||
| Year to Date Total Return | 15.99% | |||
| 1-Year Total Return | 25.66% | |||
| 2-Year Total Return | 47.30% | |||
| 3-Year Total Return | 80.89% | |||
| 5-Year Total Return | 78.52% | |||
| Price | CSVZX-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 | CSVZX-NASDAQ | Click to Compare |
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| Nav | $47.49 | |||
| 1-Month Low NAV | $47.17 | |||
| 1-Month High NAV | $47.90 | |||
| 52-Week Low NAV | $40.06 | |||
| 52-Week Low NAV (Date) | Dec 09, 2025 | |||
| 52-Week High NAV | $49.72 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | CSVZX-NASDAQ | Click to Compare |
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| Beta | 0.67 | |||
| Standard Deviation | 12.09 | |||
| Balance Sheet | CSVZX-NASDAQ | Click to Compare |
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| Total Assets | 3.21B | |||
| Operating Ratios | CSVZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 43.00% | |||
| Performance | CSVZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 41.11% | |||
| Last Bear Market Total Return | -13.26% | |||