Columbia Select Large Cap Value Fund Class A

Frequently Asked Questions About SLVAX

What does SLVAX invest in?

The fund's primary objective is to generate substantial long-term capital growth for its investors. Under typical market conditions, a significant portion—at least 80%—of its total assets (including any capital borrowed for investment purposes) is allocated to the shares of large capitalization companies. The market value of these businesses generally aligns with the range of companies featured in the Russell 1000® Value Index at the time of their purchase.

What is the expense ratio of SLVAX?

Columbia Select Large Cap Value Fund Class A (SLVAX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SLVAX?

Columbia Select Large Cap Value Fund Class A (SLVAX) manages $3.12B 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 SLVAX actively managed or an index fund?

SLVAX 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 (SLVAX's is 0.85%) because there's no security selection cost.

When was SLVAX launched?

Columbia Select Large Cap Value Fund Class A (SLVAX) launched in April 1997 and is managed by Columbia Threadneedle.

How has SLVAX performed?

SLVAX'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.