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CSVZX

Columbia Select Large Cap Value Fund
1W: -1.2% 1M: -4.4% 3M: -1.0% YTD: +12.8% 1Y: +23.5% 3Y: +80.0% 5Y: +84.4%
$47.08
+0.29 (+0.62%)
 
Weekly Expected Move ±1.4%
$45 $46 $47 $47 $48
ETF NASDAQ · AUM $3.0B

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20 peers by holdings overlap (40 holdings)
SLVIX
Columbia Select Large Cap Value Fund
100.0%
Shared34 holdings
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AUM$3.1B
Price$47.12
CSRYX
Columbia Select Large Cap Value Fund
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Shared34 holdings
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XHYH
BondBloxx USD High Yield Bond Healthcare Sector ETF
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SXRR
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FLCO
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26.8%
Shared14 holdings
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Price$20.24
ISFLOT.SW
ETF
26.7%
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AUM—
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RUTPVATR
ETF
25.6%
Shared20 holdings
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AUM—
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DVND
Touchstone Dividend Select ETF
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JDVL
John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETF
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IACT.AX
ETF
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DYNF
iShares U.S. Equity Factor Rotation Active ETF
23.7%
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LCCCX
Columbia Contrarian Core Fund
23.4%
Shared13 holdings
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AUM$18.1B
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SMGIX
Columbia Contrarian Core Fund
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AUM$18.5B
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COFYX
Columbia Contrarian Core Fund Class I3
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Shared13 holdings
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CCCRX
Columbia Contrarian Core Fund
23.4%
Shared13 holdings
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AUM$18.5B
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VPX
Variant Perception Cycle Aware US Equity ETF
23.1%
Shared16 holdings
Total136
AUM$41M
Price$31.58
FLCB
Franklin U.S. Core Bond ETF
23.0%
Shared22 holdings
Total35
AUM$3.0B
Price$20.33
OEI
Optimized Equity Income ETF
22.9%
Shared15 holdings
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AUM$40M
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CBALX
Columbia Balanced Fund
22.6%
Shared13 holdings
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AUM$10.2B
Price$58.07
CBDYX
Columbia Balanced Fund Institutional 3 Class
22.6%
Shared13 holdings
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AUM$10.2B
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Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
CSVZX $3.0B 35 32.4% 19.4 4.6 3.7 26.4% 18.8% 1.64% +18.4% +52.1% 60.4 6.8
SLVIX $3.1B 35 32.4% 19.4 4.6 3.7 26.4% 18.8% 1.64% +18.4% +52.1% 60.4 6.8
CSRYX $3.1B 35 32.4% 19.4 4.6 3.7 26.4% 18.8% 1.64% +18.4% +52.1% 60.4 6.8
XHYH $21M 64 122.7% — — — —% —% —% —% —% — —
SXRR — 121 83.8% 15.6 2.1 2.1 13.4% 13.5% 2.32% +14.4% +34.8% 45.0 6.6
FLCO $566M 28 39.0% — — — —% —% —% —% —% — —
ISFLOT.SW — — —% 15.9 2.3 2.1 13.6% 13.1% 2.23% +14.0% +43.3% 46.4 6.6
RUTPVATR — 155 30.7% 18.6 4.4 4.2 26.4% 22.6% 1.72% +20.2% +37.3% 60.5 6.6
DVND $52M 55 27.6% 25.2 7.0 5.8 30.7% 23.1% 2.29% +10.5% +26.3% 60.8 6.8
JDVL $919M 39 40.1% 25.1 6.9 5.7 31.5% 22.6% 1.18% +21.1% +44.2% 63.5 6.7
IACT.AX — — —% 30.2 10.8 8.6 41.2% 28.4% 1.09% +24.5% +46.8% 68.0 7.0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms