Columbia Select Large Cap Value Fund Institutional Class (CSVZX)
| Fund Assets | 3.15B |
| Expense Ratio | 0.55% |
| Min. Investment | $2,000 |
| Turnover | 28.00% |
| Dividend (ttm) | 3.40 |
| Dividend Yield | 8.09% |
| Dividend Growth | 176.85% |
| Payout Frequency | Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 42.35 |
| YTD Return | 3.44% |
| 1-Year Return | 28.70% |
| 5-Year Return | 70.68% |
| 52-Week Low | 31.46 |
| 52-Week High | 45.11 |
| Beta (5Y) | n/a |
| Holdings | 40 |
| Inception Date | Sep 27, 2010 |
About CSVZX
Columbia Select Large Cap Value Fund Institutional Class is an open-end mutual fund that focuses on investing in value-oriented large-cap companies in the United States. Its primary goal is to achieve long-term capital appreciation by targeting underappreciated businesses that demonstrate accelerating earnings growth and the potential for outperforming market expectations. The fund employs a fundamentals-driven, bottom-up stock selection strategy, emphasizing companies with market capitalizations similar to those found in the Russell 1000 Value Index. Columbia Select Large Cap Value Fund Institutional Class maintains a diversified portfolio across multiple sectors, with most assets allocated to large-cap U.S. stocks, and typically holds a concentrated number of positions. The fund benchmarks its performance to both the Russell 1000 Value and S&P 500 indices, seeking to deliver consistent returns through disciplined value investing. It offers institutional investors exposure to established businesses, often characterized by strong balance sheets and the potential for recovery or growth, making it a significant component in the large value segment of the U.S. equity market.
Performance
CSVZX had a total return of 28.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.82%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FSLVX | Fidelity | Fidelity Stock Selector Large Cap Value Fund | 0.81% |
| SWLVX | Schwab | Schwab U.S. Large-Cap Value Index Fund | 0.03% |
| FSCZX | Fidelity | Fidelity Advisor Stock Selector Large Cap Value Fund - Class Z | 0.72% |
| FLUAX | Fidelity | Fidelity Advisor Stock Selector Large Cap Value Fund - Class A | 1.11% |
| FIOOX | Fidelity | Fidelity Series Large Cap Value Index Fund | 0.05% |
Top 10 Holdings
33.33% of assets| Name | Symbol | Weight |
|---|---|---|
| Verizon Communications Inc. | VZ | 3.75% |
| Constellation Brands, Inc. | STZ | 3.50% |
| The AES Corporation | AES | 3.47% |
| EPAM Systems, Inc. | EPAM | 3.42% |
| American Tower Corporation | AMT | 3.33% |
| CVS Health Corporation | CVS | 3.29% |
| Freeport-McMoRan Inc. | FCX | 3.26% |
| Salesforce, Inc. | CRM | 3.23% |
| Philip Morris International Inc. | PM | 3.04% |
| Columbia Short-Term Cash | n/a | 3.02% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 9, 2025 | $3.40108 | Dec 9, 2025 |
| Dec 10, 2024 | $1.2285 | Dec 10, 2024 |
| Dec 11, 2023 | $1.16913 | Dec 11, 2023 |
| Dec 9, 2022 | $0.48816 | Dec 9, 2022 |
| Dec 9, 2021 | $1.88359 | Dec 9, 2021 |
| Dec 9, 2020 | $1.98499 | Dec 9, 2020 |