Columbia Select Large Cap Value R (SLVRX)

Fund Assets	3.12B
Expense Ratio	1.119%
Min. Investment	$0.00
Turnover	43.00%
Dividend (ttm)	0.47
Dividend Yield	1.07%
Dividend Growth	-5.22%
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	43.85
YTD Return	15.88%
1-Year Return	28.60%
5-Year Return	83.01%
52-Week Low	37.03
52-Week High	45.80
Beta (5Y)	1.20
Holdings	41
Inception Date	Apr 30, 2003

About SLVRX

Columbia Select Large Cap Value Fund Class R is a mutual fund designed to achieve long-term capital appreciation by investing primarily in large-cap U.S. companies that are considered undervalued relative to their fundamentals. The fund typically allocates at least 80% of its net assets to these large-cap value stocks, which often exhibit stable financial profiles but are trading at prices below their intrinsic worth. Employing a fundamental, bottom-up stock-picking strategy, the fund seeks opportunities in companies that demonstrate accelerating earnings growth but remain underappreciated by the broader market. Its investment approach is characterized by high conviction, building a concentrated and low-turnover portfolio aimed at strong risk-adjusted returns. The fund’s holdings span multiple sectors, with notable recent performance driven by security selection in areas like health care, consumer staples, and real estate. By focusing on resilient, value-oriented equities, Columbia Select Large Cap Value Fund Class R plays a significant role for investors seeking exposure to established companies with potential for long-term growth while adhering to value investment principles.

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

Performance

SLVRX had a total return of 28.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.00%.

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%
CSVZX	Institutional Class	0.60%

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	$3.21496	Dec 9, 2025
Dec 10, 2024	$1.05547	Dec 10, 2024
Dec 11, 2023	$1.01483	Dec 11, 2023
Dec 9, 2022	$0.3345	Dec 9, 2022
Dec 9, 2021	$1.74626	Dec 9, 2021
Dec 9, 2020	$1.87801	Dec 9, 2020

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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