Columbia Select Large Cap Value Fund
CSVZX
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ROIC.AI
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- Columbia Select Large Cap Value Fund (CSVZX) is an open-end mutual fund managed by Columbia Management Investment Advisers, LLC, a subsidiary of Columbia Threadneedle Investments, that seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of large-capitalization U.S. value companies, defined as those with market capitalizations within the range of the Russell 1000 Value Index at the time of purchase and trading at discounts to their intrinsic value based on accelerating earnings growth and identifiable catalysts; the fund substantially invests in undervalued issuers across sectors including financial services (19.15%), technology (14.61%), healthcare (12.82%), industrials (12.54%), and energy (10.18%), with top holdings such as EPAM Systems Inc., Verizon Communications Inc., AES Corp., Freeport-McMoRan Inc., and CVS Health Corp. representing 17.04% of the portfolio. The Institutional Class shares (CSVZX), domiciled in the United States and available primarily to institutional investors with a minimum initial investment of $2,000, exhibit a net expense ratio of 0.60%, total net assets of $2.62 billion, and share class size of $1.83 billion as of recent data. Launched on September 27, 2010, the fund is managed by Richard Taft since October 1, 2016, and Jeffrey Wimmer since February 29, 2024, and operates within the large value category with daily pricing. Columbia Threadneedle Investments, headquartered in Boston, Massachusetts, with global offices across 17 countries including the United Kingdom, United States, and Europe, was formed in 2015 through the merger of Columbia Management Group (founded 1962) and Threadneedle Asset Management. Recent developments include quarterly portfolio adjustments, such as additions like Constellation Brands in Q2 2025 to capitalize on volatility and high-conviction value opportunities, underperformance relative to the Russell 1000 Value Index in Q4 2024 (-2.51% return) offset by outperformance in Q1 2025 (2.91% return) driven by stock selection in healthcare, consumer staples, and real estate, and a strategic investment partnership announced in October 2025 with Long Run Partners to deploy up to $1.5 billion in high-quality non-agency mortgage loans, where Columbia Threadneedle provides 90% of the capital leveraging its $68.8 billion in structured assets expertise. The firm continues to emphasize themes like AI infrastructure, onshoring, deregulation, and durable value trends into 2025-2026 amid market volatility.