Investment objective & strategy
As of Sept. 24, 2025 · prospectusObjective. Columbia Select Large Cap Value Fund (the Fund) seeks to provide shareholders with long-term capital appreciation.
Strategy. Under normal circumstances, at least 80% of the Funds net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of large capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 1000 Value Index (the Index) at the time of purchase (between $ 136.3 million and $ 2.4 trillion as of August 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Funds Board of Trustees may change the parameters by which large market capitalization is defined if it concludes such a change is appropriate. The Fund invests substantially in securities of U.S. issuers. The Fund also invests substantially in … Under normal circumstances, at least 80% of the Funds net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of large capitalization issuers. These companies have market capitalizations in the range of companies in the Russell 1000 Value Index (the Index) at the time of purchase (between $ 136.3 million and $ 2.4 trillion as of August 31, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Funds Board of Trustees may change the parameters by which large market capitalization is defined if it concludes such a change is appropriate. The Fund invests substantially in securities of U.S. issuers. The Fund also invests substantially in value companies. The Fund considers value companies to be those companies believed by the investment manager to be undervalued, either historically, by the market, or as compared with issuers in the same or similar industry or sector. The Fund may at times emphasize one or more sectors in selecting its investments, including the financials sector. The Fund may hold a small number of securities, consistent with its value investment approach. Generally, the Fund anticipates holding between 30 and 40 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 |
|---|---|---|---|
| VERIZON COMMUNICATIONS INC | — | $118.07M | 3.75% |
| CONSTELLATION BRANDS INC CL A | — | $110.29M | 3.50% |
| AES CORP | — | $109.35M | 3.47% |
| EPAM SYSTEMS INC | — | $107.57M | 3.41% |
| AMERICAN TOWER CORP | — | $104.93M | 3.33% |
| CVS HEALTH CORP | — | $103.59M | 3.29% |
| FREEPORT MCMORAN INC | — | $102.60M | 3.26% |
| SALESFORCE INC | — | $101.53M | 3.22% |
| PHILIP MORRIS INTL INC | — | $95.77M | 3.04% |
| PG&E CORP | — | $95.13M | 3.02% |
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 Value Fund | 94% | 0.69% |
| SA Columbia Focused Value Portfolio | 91% | 0.73% |
| COPLEY INVESTMENT FUND | 28% | 1.15% |
Advisers
| Firm | Role |
|---|---|
| Columbia Management Investment Advisers, LLC | Adviser |
Footnotes
- Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
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