Investment objective & strategy
As of June 26, 2025 · prospectusObjective. Columbia Select Large Cap Equity Fund (the Fund) seeks long-term capital appreciation.
Strategy. Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poors (S&P) 500 Index (the Index). The market capitalization range of the companies included within the Index was $ 5.4 billion to $ 3.4 trillion as of May 31, 2025 . The market capitalization range and composition of companies in the Index are subject to change. The Fund may invest up to 20% of its total assets in foreign securities. The Fund normally invests in common stocks, preferred stocks and convertible securities and may invest … Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poors (S&P) 500 Index (the Index). The market capitalization range of the companies included within the Index was $ 5.4 billion to $ 3.4 trillion as of May 31, 2025 . The market capitalization range and composition of companies in the Index are subject to change. The Fund may invest up to 20% of its total assets in foreign securities. The Fund normally invests in common stocks, preferred stocks and convertible securities and may invest in exchange-traded funds. The Fund may at times emphasize one or more sectors in selecting its investments, including the information technology sector. Generally, the Fund anticipates holding between 40 and 60 securities in its portfolio; however, the Fund may hold, at any time, more or fewer securities than noted in this range.
Top holdings
As of Feb. 28, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $122.78M | 7.82% |
| ALPHABET INC CL C | — | $104.41M | 6.65% |
| MICROSOFT CORP | — | $95.21M | 6.07% |
| APPLE INC | — | $80.63M | 5.14% |
| AMAZON.COM INC | — | $71.93M | 4.58% |
| BROADCOM INC | — | $63.63M | 4.05% |
| META PLATFORMS INC CL A | — | $50.71M | 3.23% |
| JPMORGAN CHASE and CO | — | $47.19M | 3.01% |
| LILLY ELI and CO | — | $37.08M | 2.36% |
| CITIGROUP INC | — | $33.65M | 2.14% |
Portfolio moves
Nov 30, 2025 → Feb 28, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Columbia Variable Portfolio - Select Large Cap Equity Fund | 88% | 0.67% |
| Columbia Global Value Fund · IEVAX, REVCX, REVRX, RSEYX, CEVZX, CEVYX, CEVAX | 62% | 0.77% |
| Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX | 55% | 0.70% |
Advisers
| Firm | Role |
|---|---|
| Columbia Management Investment Advisers, LLC | Adviser |
Footnotes
- Expense ratio as of June 26, 2025, from the fund's prospectus.
- Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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