About SLVAX
Columbia Select Large Cap Value Fund Class A is a mutual fund designed to provide long-term capital appreciation by investing primarily in equity securities of large-capitalization companies. The fund employs a value-oriented investment approach, focusing on underappreciated companies that demonstrate accelerating earnings growth and the potential to outperform low market expectations. Its portfolio is concentrated and low-turnover, aiming to deliver strong risk-adjusted returns through high-conviction security selection. The fund's investments are diversified across sectors such as communication services, financials, technology, utilities, healthcare, consumer cyclical, and basic materials, with notable holdings including companies like Verizon Communications, Wells Fargo, and Qualcomm. By targeting large-cap value stocks, the fund plays a significant role in offering investors exposure to established, resilient firms that may benefit from market inefficiencies. With an expense ratio below the category average and a long-standing presence in the market since 1997, Columbia Select Large Cap Value Fund Class A is structured to serve investors seeking steady participation in the U.S. large-cap value segment while pursuing capital growth over time.
Fund Family Columbia Threadneedle
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SLVAX
Share Class Class A
Index Russell 1000 Value TR
SLVAX had a total return of 28.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.37%.
