Nasdaq - Delayed Quote USD

Columbia Select Large Cap Value R (SLVRX)

31.35 +0.13 (+0.42%)
At close: 8:00 PM EDT

Fund Summary

Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of large capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 1000® Value Index (the index) at the time of purchase.

Columbia Select Large Cap Value R

BOSTON MA 02110
225 FRANKLIN STREET
612-671-4321

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 2.41B
YTD Return 8.39%
Yield 1.62%
Morningstar Rating
Inception Date Nov 08, 2012

Fund Operations

Last Dividend 0.53
Last Cap Gain 18.00
Holdings Turnover 7.00%
Average for Category --

Fees & Expenses

Expense SLVRX Category Average
Annual Report Expense Ratio (net) 0.55% 0.94%
Prospectus Net Expense Ratio 0.55% --
Prospectus Gross Expense Ratio 0.83% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.24%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Richard S. Rosen, Lead Manager since April 25, 1997
Mr. Rosen joined one of the Columbia Management legacy firms or acquired business lines in 2008. Mr. Rosen began his investment career in 1982.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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