Morningstar

Columbia Select Large Cap Value Fund Class R SLVRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 43.34  /  +0.60 %
  • Total Assets 3.2B
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.070%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.02%
  • Turnover 43%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SLVRX

Will SLVRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SLVRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SLVRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SLVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Select Large Cap Value R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SLVRX

More SLVRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EPAM Systems Inc

3.84 126M
Technology

Broadcom Inc

3.58 117M
Technology

Columbia Short Term Cash Fund

3.47 113M
Cash and Equivalents

Salesforce Inc

3.37 110M
Technology

Micron Technology Inc

3.36 110M
Technology

Lowe's Companies Inc

3.08 101M
Consumer Cyclical

American Tower Corp

3.04 99M
Real Estate

Amazon.com Inc

3.03 99M
Consumer Cyclical

Barrick Mining Corp

3.03 99M
Basic Materials

CVS Health Corp

2.97 97M
Healthcare

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