Columbia Select Large Cap Value Fund Class C: (MF: SVLCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$30.15 USD
+0.06 (0.20%)
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 $2 billion or more. The fund may invest up to 15% of its net assets in illiquid securities and up to 10% of its total assets in foreign securities. The fund generally pays dividends and capital gains, if any, annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Columbia Select Large-Cap Value C | SVLCX | NA | NA | 1.00 | 1.00 | 0.67 | 1.55 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Columbia Select Large-Cap Value A | SLVAX | 33.23 | 4/25/1997 | 0.00 | 12.71 | 5.81 | 10.88 |
Columbia Select Large-Cap Value C | SVLCX | 30.15 | 5/10/2000 | 0.00 | 11.86 | 5.03 | 10.06 |
Columbia Select Large-Cap Value R5 | SLVIX | 34.97 | 1/9/2002 | 0.00 | 13.10 | 6.16 | 11.24 |
Columbia Select Large-Cap Value R | SLVRX | 32.80 | 4/30/2003 | 0.00 | 12.45 | 5.57 | 10.63 |
Columbia Select Large-Cap Value Z | CSVZX | 34.95 | 9/28/2010 | 0.00 | 13.02 | 6.09 | 11.17 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Columbia Select Large-Cap Value C | SVLCX | 2000 | 0 | 1000 | A |
Contact Information
Family | Columbia |
Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
Phone | 800 345-6611 |