About SLVIX
Columbia Select Large Cap Value Fund Institutional 2 Class is an actively managed mutual fund focused on long-term capital appreciation by investing predominantly in equity securities of large-cap U.S. companies. The fund targets "value" stocks, which are typically characterized by lower price-to-earnings ratios, higher dividend yields, and slower growth prospects compared to growth stocks. At least 80% of its net assets are allocated to large capitalization issuers, aligning with the market capitalization range of the Russell 1000 Value Index, which serves as one of its benchmarks. With an emphasis on underappreciated companies demonstrating accelerating earnings growth, the fund employs a high-conviction, low-turnover approach to portfolio construction, holding a concentrated set of positions to pursue strong risk-adjusted returns. The fund periodically pays dividends and capital gains, typically on an annual basis. It plays a significant role within the large value category, catering to investors seeking exposure to established, fundamentally sound companies that are trading below their intrinsic value.
Fund Family Columbia Threadneedle
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SLVIX
Share Class Institutional 2 Class
Index Russell 1000 Value TR
SLVIX had a total return of 37.69% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.71%.
