Columbia Select Large Cap Value Inst (CSVZX)

Fund Assets	3.12B
Expense Ratio	0.593%
Min. Investment	$2,000
Turnover	43.00%
Dividend (ttm)	0.65
Dividend Yield	1.37%
Dividend Growth	-1.89%
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	47.28
YTD Return	15.49%
1-Year Return	25.26%
5-Year Return	82.27%
52-Week Low	40.06
52-Week High	49.72
Beta (5Y)	1.20
Holdings	41
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.

• Fund Family: Columbia Threadneedle
• Category: Large Value
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CSVZX
• Share Class: Institutional Class
• Index: Russell 1000 Value TR

Performance

CSVZX had a total return of 25.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.17%.

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	0.04%
FSCZX	Fidelity	Fidelity Advisor Stk Selec Lg Cp Val Z	0.71%
FLUAX	Fidelity	Fidelity Advisor Stk Selec Lg Cp Val A	1.11%
FIOOX	Fidelity	Fidelity Series Large Cap Value Index Fund	n/a

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%
CSVGX	Class S	0.60%
SLVAX	Class A	0.85%

Top 10 Holdings

32.76% of assets

Name	Symbol	Weight
EPAM Systems, Inc.	EPAM	3.84%
Broadcom Inc.	AVGO	3.58%
Columbia Short Term Cash Fund	n/a	3.47%
Salesforce, Inc.	CRM	3.37%
Micron Technology, Inc.	MU	3.36%
Lowe's Companies, Inc.	LOW	3.08%
American Tower Corporation	AMT	3.04%
Amazon.com, Inc.	AMZN	3.03%
Barrick Mining Corporation	ABX	3.03%
CVS Health Corporation	CVS	2.97%

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

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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