Summary
Columbia Select Large Cap Value Fund is a mutual fund. It does not trade on an exchange: you buy it from the fund company at a price set once a day. Positions inside: 40. The ten largest make up 33% of the fund.
- Positions
- 40
- Dividend yield
- 7.01%
What speaks for it
- Average yearly growth over the last ten years: 7.6%.
What to watch
Nothing here calls for caution.
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- +1.1%
- 3 months
- +1.6%
- This year
- +17%
- 1 year
- +16%
- 3 years
- +63%
- 5 years
- +44%
- 10 years
- +108%
- Avg. market cap
- $455.7B
- P/E
- 17.2x
- Forward P/E
- 13.6x
- P/S
- 1.4x
- P/B
- 2.6x
- P/FCF
- 12.2x
- EV/EBITDA
- 11.1x
- Dividend yield
- 1.47%
- ROIC
- 15.0%
- ROE
- 26.8%
- Gross margin
- 45.7%
- Operating margin
- 24.1%
- Net margin
- 18.5%
- Payout ratio
- 25.3%
- Net debt/EBITDA
- 1.2x
- Beta
- 0.78
Weighted average of the 34 largest companies, which make up 85% of the fund. Banks and insurers are left out of the gross margin, the ROIC and the EBITDA figures.
What is inside?
Moderately concentrated- 1 AVBroadcom AVGO 3.9%
- 2 MUMicron MU 3.7%
- 3 EPEPAM Systems EPAM 3.5%
- 4 GLCorning GLW 3.4%
- 5 CRSalesforce CRM 3.2%
- 6 CVCVS CVS 3.1%
- 7 AMAmazon AMZN 3.1%
- 8 AMAmerican Tower AMT 3.0%
- 9 LOLowe's LOW 3.0%
- 10 ABBarrick Mining Corporation ABX.TO 2.9%
Positions in the fund: 40. The ten largest make up 33% of it.
Composition as of Oct 18, 2026.
Where is it spread?
By company size
- Mega cap 41%
- Large cap 55%
- Mid cap 4.1%
By the company's market value: Mega cap from $200B, Large cap from $10B, Mid cap from $2B, Small cap from $300M, Micro cap below $300M. Counted from the companies that make up 85% of the fund.
Largest size group: Large cap (55%).
What does it cost me?
We do not know the costs of this fund.
How has it done?
Growing over the long run- A year on average, 10 years
- +7.6%
- Deepest drop
- -19%
- Yearly volatility
- 15%
Average yearly growth over the last ten years: 7.6%. Deepest drop in these years: 19% below the earlier high.
Does it pay dividends?
Yes, it pays out- Yield
- 7.01%
- Payments a year
- 1
- Last payment
- $3.44
Over the last 12 months it paid $3.44 per share, which is 7.01% of today's price. The last payment was $3.44 on Dec 9, 2025.
How expensive are the companies inside?
Usual valuation- P/E of the companies inside
- 17.2
- Average Bulios Score
- 68 out of 100
Weight by Bulios Fair Price
- Undervalued 29%
- Fairly valued 12%
- Overvalued 58%
On average the companies inside trade for 17.2 times their yearly profit. By Fair Price, 58% of the rated weight comes out as overvalued.
Counted from its largest companies (34), which make up 85% of the fund. Each company counts by its weight. We use the metrics, the Bulios Score and the Fair Price of the companies themselves.
Can I buy it as an ETF?
A mutual fund is bought from the fund company. These ETFs hold much of the same and trade on an exchange, so an ordinary broker carries them.
| Fund | Domicile | Size | 1-year change | Dividends | ||
|---|---|---|---|---|---|---|
HE HEMI Hartford Equity Premium Income ETF | United States | 0.58% | $37.6M | - | Pays out | 26% |
DY DYNF iShares U.S. Equity Factor Rotation Active ETF | United States | 0.26% | $42.1B | +15% | Pays out | 23% |
DV DVND Touchstone Dividend Select ETF | United States | 1.15% | $54.2M | +12% | Pays out | 23% |
XO XOEX Xtrackers S&P 100 Ex Top 20 ETF | United States | 0.15% | $232.5M | +15% | Pays out | 22% |
VP VPX Variant Perception Cycle Aware US Equity ETF | United States | 0.75% | $39.7M | - | - | 21% |
MG MGV Vanguard Morningstar Mega Cap Value ETF | United States | 0.05% | $13.6B | +21% | Pays out | 21% |