Columbia Select Large Cap Value Fund

Frequently Asked Questions About CSVZX

What does CSVZX invest in?

Under typical market conditions, the fund commits a significant portion—at least 80%—of its net assets (including any funds acquired through borrowing for investment purposes) to equities issued by companies with substantial market capitalizations. For this fund, "large-capitalization" refers to companies whose market values align with the size spectrum of businesses represented in the Russell 1000® Value Index at the time of the investment.

What is the expense ratio of CSVZX?

Columbia Select Large Cap Value Fund (CSVZX) charges an expense ratio of 0.60%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CSVZX?

Columbia Select Large Cap Value Fund (CSVZX) manages $3.13B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CSVZX actively managed or an index fund?

CSVZX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (CSVZX's is 0.60%) because there's no security selection cost.

When was CSVZX launched?

Columbia Select Large Cap Value Fund (CSVZX) launched in September 2010 and is managed by Columbia Threadneedle.

How has CSVZX performed?

CSVZX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.