Columbia Select Large Cap Value C (SVLCX)

Fund Assets	2.56B
Expense Ratio	1.55%
Min. Investment	$2,000
Turnover	28.00%
Dividend (ttm)	0.88
Dividend Yield	2.46%
Dividend Growth	2.93%
Payout Frequency	Annual
Ex-Dividend Date	Dec 10, 2024

Previous Close	35.93
YTD Return	22.09%
1-Year Return	14.76%
5-Year Return	82.51%
52-Week Low	26.60
52-Week High	35.93
Beta (5Y)	n/a
Holdings	39
Inception Date	May 27, 1999

About SVLCX

Under normal circumstances, at least 80% of the fund's net assets are invested in equity securities of large capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 1000® Value Index at the time of purchase. The fund invests substantially in securities of U.S. issuers. The fund also invests substantially in “value” companies.

• Fund Family: Columbia Threadneedle
• Category: Large Value
• Stock Exchange: NASDAQ
• Ticker Symbol: SVLCX
• Share Class: Class C
• Index: Russell 1000 Value TR

Performance

SVLCX had a total return of 14.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.53%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FVLCX	Fidelity	Fidelity Advisor Value Leaders Fund	1.90%
FSLVX	Fidelity	Fidelity Stk Selec Lg Cp Val	0.83%
SWLVX	Schwab	Schwab US Large-Cap Value Index	0.03%
FVLIX	Fidelity	Fidelity Advisor Value Leaders Fund	0.90%
FSCZX	Fidelity	Fidelity Advisor Stk Selec Lg Cp Val Z	0.72%

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	0.42%
SLVIX	Institutional 2 Class	0.46%
CSERX	Advisor Class	0.55%
CSVZX	Institutional Class	0.55%

Top 10 Holdings

32.60% of assets

Name	Symbol	Weight
EPAM Systems, Inc.	EPAM	3.59%
Verizon Communications Inc.	VZ	3.49%
The AES Corporation	AES	3.36%
Freeport-McMoRan Inc.	FCX	3.33%
CVS Health Corporation	CVS	3.27%
Applied Materials, Inc.	AMAT	3.22%
Citigroup Inc.	C	3.14%
Corning Incorporated	GLW	3.10%
PG&E Corporation	PCG	3.06%
The Williams Companies, Inc.	WMB	3.05%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2024	$0.88387	Dec 10, 2024
Dec 11, 2023	$0.85873	Dec 11, 2023
Dec 9, 2022	$0.18085	Dec 9, 2022
Dec 9, 2021	$1.57459	Dec 9, 2021
Dec 9, 2020	$1.74725	Dec 9, 2020
Dec 10, 2019	$1.61488	Dec 10, 2019