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Columbia Select Large Cap Value Fund Class R: (MF: SLVRX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$34.49 USD
-0.27 (-0.78%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in April 1997 and is managed by J&W Seligman & Co. Inc. The fund seeks long-term capital appreciation. The fund generally invests at least 80% of its net assets in the common stocks of 'value 'companies with large market capitalization of $2 billion or more. The fund may invest up to 15% of its net assets in illiquid securities and up to 10% of its total assets in foreign securities. The fund generally pays dividends and capital gains, if any, annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Select Large-Cap Value R | SLVRX | NA | NA | 0.00 | 0.50 | 0.67 | 1.05 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Select Large-Cap Value A | SLVAX | 33.56 | 4/25/1997 | 1.73 | 19.86 | 7.89 | 12.70 |
| Columbia Select Large-Cap Value R | SLVRX | 34.49 | 4/30/2003 | 1.54 | 19.56 | 7.63 | 12.44 |
| Columbia Select Large-Cap Value C | SVLCX | 30.00 | 5/10/2000 | 1.19 | 18.93 | 7.08 | 11.86 |
| Columbia Select Large-Cap Value R5 | SLVIX | 35.49 | 1/9/2002 | 1.92 | 20.28 | 8.24 | 13.06 |
| Columbia Select Large-Cap Value Z | CSVZX | 35.46 | 9/28/2010 | 1.85 | 20.16 | 8.16 | 12.98 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Select Large-Cap Value R | SLVRX | 0 | 0 | 0 | A |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |