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Columbia Select Large Cap Value Fund Class I: (MF: CSVZX)
(NASDAQ Mutual Funds) As of Nov 7, 2025 05:15 PM ET
$41.55 USD
+0.24 (0.58%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.19 | 11 |
| 3 months | 7.36 | 31 |
| 6 months | 13.88 | 63 |
| 1 Year | 14.25 | 45 |
| 3 Year | 17.24 | 64 |
| 5 Year | 15.66 | 22 |
| 10 Year | 12.10 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 14.25 |
| 5 Year | 15.65 |
| 10 Year | 12.10 |
| Since Inception | 12.19 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.90 | 6.07 | 7.36 | NA |
| 2024 | 8.54 | 0.31 | 6.29 | -2.51 |
| 2023 | -1.40 | 3.34 | -4.96 | 9.21 |
| 2022 | 3.22 | -13.26 | -3.87 | 15.24 |
| 2021 | 14.82 | 5.49 | -3.69 | 8.56 |
| 2020 | -29.11 | 19.88 | 6.31 | 17.81 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.19 | 12.83 | 5.75 | -0.82 | 26.64 | 6.43 | 26.91 | -12.11 | 20.39 | 20.66 | -8.23 |
| % Total Return Rel to Index | 2.36 | -12.18 | -20.49 | 17.38 | -2.04 | -11.96 | -4.58 | -7.72 | -1.40 | 8.72 | -9.62 |
| % Total Return Rel to Peer | 5.90 | -6.55 | -17.24 | 18.87 | 4.58 | -13.48 | -1.51 | -5.25 | -0.28 | 12.84 | -6.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 2.00 | 4.00 | 4.00 | 5.00 | 3.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.66 | 0.68 | 0.45 | 0.63 | 0.65 | 0.52 | 0.43 | 0.29 | 0.31 | 0.36 |
| % Yield | 0.00 | 1.77 | 1.93 | 1.37 | 1.81 | 2.20 | 1.74 | 1.74 | 0.99 | 1.17 | 1.61 |
| Capital Gains ($) | 0.00 | 0.56 | 0.48 | 0.03 | 1.24 | 1.33 | 1.35 | 0.69 | 1.02 | 1.64 | 0.00 |
| Expense Ratio | 0.55 | 0.54 | 0.55 | 0.54 | 0.54 | 0.55 | 0.55 | 0.77 | 0.91 | 0.94 | 0.93 |
* 1 = Top 20%, 5 = Bottom 20%