Columbia Select Large Cap Value Fund Institutional 2 Class
SLVIX
NASDAQ
| Weiss Ratings | SLVIX-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 | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Richard Taft (8), Jeffrey Wimmer (1) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Select Large Cap Value Fund Institutional 2 Class | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 30, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.80% | |||
| Dividend | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.50% | |||
| Asset Allocation | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.62% | |||
| Stock | 97.38% | |||
| U.S. Stock | 95.54% | |||
| Non-U.S. Stock | 1.84% | |||
| 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 | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.34% | |||
| 30-Day Total Return | 4.04% | |||
| 60-Day Total Return | 7.73% | |||
| 90-Day Total Return | 11.32% | |||
| Year to Date Total Return | 9.53% | |||
| 1-Year Total Return | 13.06% | |||
| 2-Year Total Return | 27.58% | |||
| 3-Year Total Return | 43.62% | |||
| 5-Year Total Return | 106.32% | |||
| Price | SLVIX-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 | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $38.04 | |||
| 1-Month Low NAV | $36.61 | |||
| 1-Month High NAV | $38.24 | |||
| 52-Week Low NAV | $31.48 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.24 | |||
| 52-Week High Price (Date) | Jul 01, 2025 | |||
| Beta / Standard Deviation | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.95 | |||
| Standard Deviation | 15.53 | |||
| Balance Sheet | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.39B | |||
| Operating Ratios | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.46% | |||
| Turnover Ratio | 20.00% | |||
| Performance | SLVIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.79% | |||
| Last Bear Market Total Return | -13.26% | |||