Columbia Select Large Cap Value S (CSVGX)

Fund Assets	3.12B
Expense Ratio	0.593%
Min. Investment	$0.00
Turnover	43.00%
Dividend (ttm)	0.65
Dividend Yield	1.38%
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	47.64
YTD Return	15.46%
1-Year Return	26.46%
5-Year Return	n/a
52-Week Low	40.06
52-Week High	49.72
Beta (5Y)	n/a
Holdings	41
Inception Date	n/a

About CSVGX

Columbia Select Large Cap Value Fund is a mutual fund designed to provide long-term capital appreciation by investing primarily in large-cap U.S. companies that are considered undervalued by the market. The fund typically allocates at least 80% of its assets to large-cap stocks, focusing on businesses with strong fundamentals and the potential for accelerating earnings growth. Its investment strategy targets companies that are overlooked or underappreciated by investors, seeking to capitalize on low market expectations and inefficiencies. The fund employs a high-conviction, concentrated approach, maintaining a relatively low turnover portfolio to pursue strong risk-adjusted returns. Columbia Select Large Cap Value Fund has demonstrated resilience during challenging market conditions and aims to outperform its benchmark by actively selecting positions across sectors such as health care, consumer staples, and real estate, while adjusting allocations based on the evolving economic and market landscape. This fund serves as a vehicle for investors looking to gain exposure to value-oriented large-cap equities within the broader U.S. equity market.

• Fund Family: Columbia Threadneedle
• Category: Large Value
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CSVGX
• Share Class: Class S

Performance

CSVGX had a total return of 26.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.80%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CSRYX	Institutional 3 Class	0.48%
SLVIX	Institutional 2 Class	0.53%
CSVZX	Institutional Class	0.60%
SLVAX	Class A	0.85%

Top 10 Holdings

33.15% of assets

Name	Symbol	Weight
Salesforce, Inc.	CRM	3.81%
American Tower Corporation	AMT	3.63%
Micron Technology, Inc.	MU	3.63%
Southwest Airlines Co.	LUV	3.26%
Constellation Brands, Inc.	STZ	3.21%
EPAM Systems, Inc.	EPAM	3.16%
The Boeing Company	BA	3.14%
Broadcom Inc.	AVGO	3.12%
Centene Corporation	CNC	3.11%
Morgan Stanley	MS	3.08%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 9, 2025	$3.40108	Dec 9, 2025
Dec 10, 2024	$1.2285	Dec 10, 2024

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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