Columbia Select Large Cap Value Fund Institutional Class
CSVZX
NASDAQ
| Weiss Ratings | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Richard Taft (9), Jeffrey Wimmer (2) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.46% | |||
| Dividend | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.99% | |||
| Asset Allocation | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.53% | |||
| 30-Day Total Return | -4.28% | |||
| 60-Day Total Return | -1.16% | |||
| 90-Day Total Return | 2.28% | |||
| Year to Date Total Return | 3.66% | |||
| 1-Year Total Return | 34.82% | |||
| 2-Year Total Return | 38.13% | |||
| 3-Year Total Return | 59.61% | |||
| 5-Year Total Return | 71.63% | |||
| Price | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $42.44 | |||
| 1-Month Low NAV | $41.05 | |||
| 1-Month High NAV | $44.45 | |||
| 52-Week Low NAV | $31.46 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $45.11 | |||
| 52-Week High Price (Date) | Feb 26, 2026 | |||
| Beta / Standard Deviation | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.82 | |||
| Standard Deviation | 13.20 | |||
| Balance Sheet | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.74B | |||
| Operating Ratios | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.60% | |||
| Turnover Ratio | 28.00% | |||
| Performance | CSVZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.74% | |||
| Last Bear Market Total Return | -13.26% | |||