Columbia Select Large Cap Value Fund
CSRYX
NASDAQ- -
USD
- -
- -
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
FRC
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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
- Oct 2, 2014
- CIK
- 0001352280
- Website
- columbiathreadneedleus.com
- Similar Companies
- Business
- Columbia Select Large Cap Value Fund (CSRYX) is an open-end mutual fund managed by Columbia Threadneedle Investments that seeks long-term capital appreciation by investing primarily in equity securities of large-capitalization value companies. Under normal circumstances, the fund allocates at least 80% of its net assets, including any borrowings for investment purposes, to equity securities of issuers with market capitalizations within the range of the Russell 1000 Value Index at the time of purchase; it focuses substantially on U.S. issuers exhibiting value characteristics, such as underappreciated companies with accelerating earnings growth potential and identifiable catalysts to outperform market expectations. The portfolio emphasizes a concentrated approach targeting strong value stocks across sectors, with typical holdings including financial services, healthcare, industrials, and consumer sectors; as of recent data, it maintains approximately 39 holdings, low turnover of around 20%, and total net assets exceeding $2.4 billion. The fund offers Institutional 3 Class shares (CSRYX) with a net expense ratio of 0.42%, a minimum initial investment of $1 million for institutional investors, and daily pricing; it provides annual distributions with a TTM yield of about 1.89% to 3.22%. Columbia Threadneedle Investments, headquartered in Boston, Massachusetts, with global operations across the United States and international markets, manages the fund as part of its broad suite of equity strategies; the firm traces its roots to the 1997 inception of the underlying strategy, with the Institutional 3 share class launched on October 2, 2014. Portfolio management is led by Richard Taft since October 2016, joined by Jeffrey Wimmer since February 2024, leveraging over 39 years of combined experience in value investing. Recent developments include strong quarterly performance, with Institutional Class shares returning 6.07% for the quarter ended June 30, 2025, amid a focus on navigating market rotations away from technology toward value sectors. The fund maintained its core investment policy without major strategic shifts, acquisitions, or new product launches in 2024-2025, though Columbia Threadneedle Investments undertook broader organizational changes such as fund renaming initiatives in its Luxembourg-domiciled vehicles and enhancements to sustainable investment disclosures under SFDR Article 8 classifications across related equity strategies. These updates align with the firm's commitment to the Net Zero Asset Managers Initiative, emphasizing environmental and social characteristics in portfolio construction where applicable, while CSRYX continues to prioritize traditional large-cap value equities for institutional and high-net-worth clients.