- 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 $3.14B 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 the fund issuer.
- 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.
