Columbia Select Large Cap Value C (SVLCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

39.16

-0.30 (-0.76%)

At close: Oct 14, 2026

Fund Assets	3.12B
Expense Ratio	1.656%
Min. Investment	$2,000
Turnover	43.00%
Dividend (ttm)	0.28
Dividend Yield	0.72%
Dividend Growth	-12.55%
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	39.46
YTD Return	14.57%
1-Year Return	25.20%
5-Year Return	76.68%
52-Week Low	33.47
52-Week High	41.25
Beta (5Y)	1.20
Holdings	41
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

Performance Rating Average

Risk Rating Above Average

Stock Exchange Nasdaq

Ticker Symbol SVLCX

Share Class Class C

Index Russell 1000 Value TR

Performance

SVLCX had a total return of 25.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.15%.

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%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 9, 2025	$3.02885	Dec 9, 2025
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

Full Dividend History