Columbia Select Large Cap Value Fund Advisor Class
CSERX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Columbia Funds Series Trust II MA United States of America
- IPO Date
- Nov 9, 2012
- CIK
- 0001352280
- Similar Companies
- Business
- Columbia Select Large Cap Value Fund Advisor Class (CSERX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in common stocks of underappreciated large-cap value companies exhibiting accelerating earnings growth and low market expectations; at least 80% of net assets are allocated to such securities, with a focus on U.S. stocks across sectors including financial services, technology, healthcare, industrials, and energy. The fund offers Advisor Class shares characterized by a net expense ratio around 0.70%, daily pricing, and availability to U.S. investors through financial advisors, with minimum initial investments typically starting at $2,000 for non-institutional accounts. Managed by Columbia Threadneedle Investments (formerly Columbia Management), headquartered in Boston, Massachusetts, the fund operates within the large value category and targets institutional and individual investors pursuing risk-adjusted returns. Portfolio management includes Richard Taft, who joined in October 2016, and Jeffrey Wimmer, added on February 29, 2024, reflecting a recent strategic enhancement to the investment team amid ongoing performance monitoring. The fund maintains a diversified portfolio with approximately 95% in U.S. equities, 2-3% in cash, and minor non-U.S. exposure, emphasizing companies with large market capitalizations. As part of Columbia Threadneedle's broader offerings, which manage billions in assets globally with a focus on equities and fixed income, CSERX benefits from the firm's team-based, risk-aware approach established post-2015 merger of Columbia Management and Threadneedle Asset Management. Recent developments include quarterly performance updates through Q4 2024, where institutional shares returned -2.51%, alongside routine capital gains distributions in 2022 and sustained operations without major reorganizations or name changes. The fund has not announced significant acquisitions, funding rounds, or product launches in the last 1-2 years, maintaining its core large-cap value strategy amid market volatility. Columbia Threadneedle continues to emphasize active management across its U.S.-focused mutual funds domiciled in the United States.