Columbia Select Large Cap Value Fund Class R
SLVRX
NASDAQ
| Weiss Ratings | SLVRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SLVRX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Richard Taft (8), Jeffrey Wimmer (1) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | SLVRX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Select Large Cap Value Fund Class R | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 30, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SLVRX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.38% | |||
| Dividend | SLVRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.50% | |||
| Asset Allocation | SLVRX-NASDAQ | Click to Compare |
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| 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 | SLVRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.29% | |||
| 30-Day Total Return | 3.98% | |||
| 60-Day Total Return | 7.62% | |||
| 90-Day Total Return | 11.15% | |||
| Year to Date Total Return | 9.19% | |||
| 1-Year Total Return | 12.35% | |||
| 2-Year Total Return | 26.08% | |||
| 3-Year Total Return | 41.12% | |||
| 5-Year Total Return | 100.61% | |||
| Price | SLVRX-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 | SLVRX-NASDAQ | Click to Compare |
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| Nav | $35.27 | |||
| 1-Month Low NAV | $33.97 | |||
| 1-Month High NAV | $35.47 | |||
| 52-Week Low NAV | $29.23 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $35.47 | |||
| 52-Week High Price (Date) | Jul 01, 2025 | |||
| Beta / Standard Deviation | SLVRX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 15.50 | |||
| Balance Sheet | SLVRX-NASDAQ | Click to Compare |
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| Total Assets | 2.39B | |||
| Operating Ratios | SLVRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 20.00% | |||
| Performance | SLVRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.41% | |||
| Last Bear Market Total Return | -13.35% | |||