About CSRYX
Columbia Select Large Cap Value Fund Class I3 is a mutual fund focused on achieving long-term capital appreciation by investing primarily in large-cap U.S. companies considered undervalued by the market. The fund allocates at least 80% of its net assets to equity securities of large-cap issuers, emphasizing firms that demonstrate potential for accelerating earnings growth but are currently trading below their intrinsic value. Its portfolio reflects a high-conviction, concentrated approach with low turnover, targeting well-established companies across various industries such as communication services, industrials, technology, financial services, utilities, and basic materials. This strategy allows the fund to exploit market inefficiencies and pursue strong risk-adjusted returns. With a cost structure among the lowest in its peer group, the fund appeals to institutional investors seeking exposure to U.S. large-cap value stocks as part of a diversified portfolio. The fund is managed by Columbia Threadneedle, one of the nation’s largest asset managers, and aims to provide resilience during volatile markets while capitalizing on long-term growth opportunities in the value segment of the equity market.
Fund Family Columbia Threadneedle
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CSRYX
Share Class Institutional 3 Class
Index Russell 1000 Value TR
CSRYX had a total return of 29.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.08%.
