Columbia Select Large Cap Value Fund Institutional Class (CSVZX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSVZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSVZX
CSVZX charges 0.60% annually. There are 77 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | CSVZX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CSVZX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CSVZX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CSVZX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | CSVZX vs TILVX |
Best Risk-Adjusted Alternatives to CSVZX
CSVZX has a PortfoliosLab risk / return rank of 92. There are 23 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | CSVZX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CSVZX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | CSVZX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | CSVZX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | CSVZX vs AVLVX |
Top Performing CSVZX Alternatives (YTD)
CSVZX is at 15.68% YTD. There are 77 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | CSVZX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | CSVZX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | CSVZX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | CSVZX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | CSVZX vs YAFFX |
Lowest Volatility Alternatives to CSVZX
CSVZX has 12.29% 1-year volatility. There are 232 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | CSVZX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | CSVZX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CSVZX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | CSVZX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | CSVZX vs TMMAX |
Lowest Drawdown Alternatives to CSVZX
CSVZX has a 1-year max drawdown of -9.00%. There are 262 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CSVZX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CSVZX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CSVZX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CSVZX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CSVZX vs SVAIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 95 | 52.83% | — | Jun 1983 | CSVZX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 85 | 11.61% | — | Mar 1998 | CSVZX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 86 | 11.70% | — | Nov 2012 | CSVZX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 85 | 11.48% | — | Nov 2002 | CSVZX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 51.82% | — | May 1994 | CSVZX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 62 | 26.44% | — | Nov 2000 | CSVZX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 63 | 26.61% | — | Nov 2000 | CSVZX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 46 | 10.38% | — | Dec 1992 | CSVZX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.67% | — | Sep 1991 | CSVZX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.61% | — | Mar 2008 | CSVZX vs COSZX |
Often Compared With CSVZX
Investors most often compare CSVZX with NEIMX, AUXFX, VTV. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CSVZX with Any Fund or Stock
Compare CSVZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSVZX with funds that move differently
Columbia Select Large Cap Value Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSVZX.
Explore CSVZX Diversifiers