SVLCX Mutual Fund

SVLCX Mutual Fund (Columbia Select Large Cap Value Fund Class C) is managed by Columbia Threadneedle Investments with $41.4M in net assets. SVLCX expense ratio is 1.60%, holding 40 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1999-05-27.

SVLCX performance shows a YTD return of 15.16%. The 1-year return is 23.30% and the 5-year return is 11.36%. SVLCX dividend yield stands at 0.71%, paid annually.

SVLCX top holdings include Broadcom Inc (3.5%), Amazon.com Inc (3.4%), Centene (3.3%), Constellation Brands Inc Common Stock Usd 0.01 (3.3%), Lowes Cos., Inc. (3.3%). Go to all SVLCX holdings, SVLCX sectors, or SVLCX dividends.

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