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SLVIX:NASDAQ

Columbia Select Large-Cap Value Fund Class R5 – SLVIX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
24.370.19 (+0.79%)20.61 - 24.37--

Market data as of 12:00AM 11/21/14. Quotes are delayed by at least 15 min.

Overview - SLVIX

The investment seeks to provide shareholders with long-term capital appreciation. Under normal circumstances, at least 80% of the fund's 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.

Growth of $10,000 (10 Years)

Total Return7.85%
Yield (Trailing 12 Mo.)1.33%
Expense Ratio0.85%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure18 Years
Fund Inception11/30/2001

Trailing Total Returns - SLVIX

as of 10/31/2014
TimeframeSLVIXS&P 500Large Value
1 Month1.66%2.44%1.60%
3 Month3.69%5.05%2.93%
Year-to-Date9.69%10.99%8.06%
1 Year18.00%17.27%13.60%
3 Year21.53%19.77%17.90%
5 Year17.64%16.69%14.53%
10 Year10.00%8.20%7.23%
Since Inception7.85%10.67%--

Sector Allocation - SLVIX

as of 10/31/2014
Basic Materials
 
6.07%
Consumer Cyclical
 
7.88%
Financial Services
 
25.87%
Real Estate
 
0.00%
Consumer Defensive
 
11.47%
Healthcare
 
7.45%
Utilities
 
2.92%
Communication Services
 
4.18%
Energy
 
15.27%
Industrials
 
10.22%
Technology
 
8.68%

Asset Allocation - SLVIX

as of 10/31/2014
By PercentShort0%LongNet
Stock--
 
 
98.0798.07
Bond--
 
 
0.000.00
Other--
 
 
0.000.00
Foreign Stock--
 
 
0.000.00
Foreign Bond--
 
 
0.000.00
Total--98.0798.07
Cash--
 
 
1.931.93
Total Net Assets$992.10M
Total Stock Holdings37
Total Bond Holdings0

Top Ten Holdings - SLVIX

as of 10/31/2014
CompanyYTD Return% of Assets
VZ6.90%4.10%
C2.69%3.83%
AMAT27.32%3.79%
TSN22.70%3.75%
BAC11.37%3.53%
MS11.80%3.51%
JPM6.77%3.44%
MO31.28%3.34%
BMY10.78%3.25%
APC15.31%3.22%

Valuation & Growth - SLVIX

as of 10/31/2014
ValuationSLVIXCategory Range
Price/Earnings16.61
Price/Book1.89
Price/Sales1.09
Price/Cash Flow8.43
Dividend Yield2.25
LT Earnings10.18
Historical Earnings10.61
Sales Growth2.39
Cash-Flow Growth11.22
Book-Value Growth5.08
Key:  Lo 
 Hi

Morningstar Summary - SLVIX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskHigh
ReturnHigh
Key:  Lo 
 Hi

Tax Analysis - SLVIX, 3 Year Avg

Pretax Return21.53%
Tax-adjusted Return20.37%
Tax Cost Ratio0.95%
Potential Cap Gains26.80%

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