CSVGX Mutual Fund

CSVGX Mutual Fund (Columbia Select Large Cap Value Fund Class S) is managed by Columbia Threadneedle Investments with $20.2M in net assets. CSVGX expense ratio is 0.60%, holding 40 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2024-10-02.

CSVGX performance shows a YTD return of 19.68%. The 1-year return is 33.76% and the 5-year return is 13.19%. CSVGX dividend yield stands at 6.94%, paid annually.

CSVGX top holdings include Epam Systems, Inc. (3.8%), Broadcom Inc (3.6%), Salesforce Inc Crm Us Equity (3.6%), Columbia Short Term Cash Fund (3.5%), Micron Technology, Inc. (3.4%). Go to all CSVGX holdings, CSVGX sectors, or CSVGX dividends.

CSVGX can be compared against other funds. Use CSVGX overlap to find shared positions, or CSVGX vs another fund for a side-by-side view. CSVGX alternatives are available via the screener, along with tax-loss harvesting opportunities.