SLVRX Mutual Fund

SLVRX Mutual Fund (Columbia Select Large Cap Value Fund Class R) is managed by Columbia Threadneedle Investments with $55.1M in net assets. SLVRX expense ratio is 1.10%, holding 40 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2003-04-30.

SLVRX performance shows a YTD return of 19.29%. The 1-year return is 33.10% and the 5-year return is 13.27%. SLVRX dividend yield stands at 7.12%, paid annually.

SLVRX 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 SLVRX holdings, SLVRX sectors, or SLVRX dividends.

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