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 41 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-04-30.

SLVRX performance shows a YTD return of 16.41%. The 1-year return is 36.71% and the 5-year return is 12.42%. SLVRX dividend yield stands at 7.30%, paid annually.

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