SLVAX Mutual Fund

SLVAX Mutual Fund (Columbia Select Large Cap Value Fund Class A) is managed by Columbia Threadneedle Investments with $392.0M in net assets. SLVAX expense ratio is 0.85%, holding 41 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1997-04-25.

SLVAX performance shows a YTD return of 16.58%. The 1-year return is 37.05% and the 5-year return is 12.71%. SLVAX dividend yield stands at 7.33%, paid annually.

SLVAX 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 SLVAX holdings, SLVAX sectors, or SLVAX dividends.

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