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 41 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2024-10-02.

CSVGX performance shows a YTD return of 16.75%. The 1-year return is 37.40% and the 5-year return is 13.19%. CSVGX dividend yield stands at 7.11%, paid annually.

CSVGX top holdings include Salesforce Inc Crm Us Equity (3.8%), American Tower Corporation (3.6%), Micron Technology, Inc. (3.6%), Southwest Airlines Co (3.3%), Constellation Brands Inc Common Stock Usd 0.01 (3.2%). 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.