CSVZX Alternatives & Similar Mutual Funds

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 78 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	CSVZX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	CSVZX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	CSVZX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	CSVZX vs SWLVX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	254.20B	Nov 2000	CSVZX vs VVIAX

Best Risk-Adjusted Alternatives to CSVZX

CSVZX has a PortfoliosLab risk / return rank of 95. There are 32 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993	CSVZX vs FGIPX
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015	CSVZX vs PKAIX
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993	CSVZX vs FGINX
LSVVX	LSV Conservative Value Equity Fund	97	—	Mar 2007	CSVZX vs LSVVX
MALVX	BlackRock Advantage Large Cap Value Fund	97	—	Dec 1999	CSVZX vs MALVX

Top Performing CSVZX Alternatives (YTD)

CSVZX is at 16.17% YTD. There are 101 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	30.28%	—	Jun 2015	CSVZX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	29.09%	—	Nov 1935	CSVZX vs LEXCX
PXTIX	PIMCO RAE PLUS Fund	25.37%	—	Jun 2005	CSVZX vs PXTIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.65%	—	Jun 2022	CSVZX vs AVLVX
YAFFX	AMG Yacktman Focused Fund	24.36%	—	May 1997	CSVZX vs YAFFX

Lowest Volatility Alternatives to CSVZX

CSVZX has 12.29% 1-year volatility. There are 225 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.

Symbol	Name	Volatility 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	CSVZX vs ACTIX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.26%	—	Feb 1996	CSVZX vs FALGX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	CSVZX vs RIDAX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	CSVZX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	CSVZX vs ACIIX

Lowest Drawdown Alternatives to CSVZX

CSVZX has a 1-year max drawdown of -9.00%. There are 261 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	CSVZX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	CSVZX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	CSVZX vs BUFBX
TORYX	Torray Equity Income Fund	-4.50%	—	Dec 1990	CSVZX vs TORYX
SVAIX	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, STK, GSFTX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLMCX	Columbia Seligman Technology and Information Fund ...	Technology Equities	93	45.62%	—	Jun 1983	CSVZX vs SLMCX
STK	Columbia Seligman Premium Technology Growth Fund	Technology Equities, Options Trading, Actively Managed	88	36.26%	—	Nov 2009	CSVZX vs STK
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	90	12.19%	—	Mar 1998	CSVZX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	90	12.30%	—	Nov 2012	CSVZX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	89	12.04%	—	Nov 2002	CSVZX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	92	44.24%	—	May 1994	CSVZX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	42	18.39%	—	Nov 2000	CSVZX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	43	18.56%	—	Nov 2000	CSVZX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	40	8.65%	—	Dec 1992	CSVZX vs SMGIX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	72	10.23%	—	Mar 2008	CSVZX vs COSZX

Often Compared With CSVZX

Investors most often compare CSVZX with CBALX, NEIMX, AUXFX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CBALX	Columbia Balanced Fund	Diversified Portfolio	46	5.53%	—	Sep 1991	CSVZX vs CBALX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	95	19.10%	—	Apr 2003	CSVZX vs NEIMX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	89	11.54%	—	Jul 1999	CSVZX vs AUXFX
VTV	Vanguard Value ETF	Large Cap Value Equities	93	16.37%	254.20B	Jan 2004	CSVZX vs VTV
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	39	20.05%	—	Jan 1984	CSVZX vs AVERX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	25	6.35%	—	Jan 2011	CSVZX vs PSECX
VALAX	Al Frank Fund	Large Cap Value Equities	93	20.70%	—	May 2006	CSVZX vs VALAX
GQHPX	GQG Partners US Quality Dividend Income Fund	Quality Factor, Large Cap Value Equities	62	13.55%	—	Jun 2021	CSVZX vs GQHPX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	36	6.06%	—	Feb 2001	CSVZX vs HDCTX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	94	18.05%	20.40B	Mar 2016	CSVZX vs VIHAX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	94	20.09%	—	Oct 2002	CSVZX vs TILVX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Low Volatility	60	8.33%	—	Dec 2007	CSVZX vs TMMAX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	96	13.66%	—	Dec 2019	CSVZX vs TOWFX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	82	14.76%	—	May 2001	CSVZX vs DODFX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	CSVZX vs UPDDX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	91	12.42%	—	Feb 1992	CSVZX vs THPGX
FAIRX	Fairholme Fund	Large Cap Value Equities	30	6.16%	—	Dec 1999	CSVZX vs FAIRX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	94	20.39%	—	Dec 2006	CSVZX vs NQCRX
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	96	20.16%	—	Jan 1975	CSVZX vs NPRTX
DQIRX	BNY Mellon Equity Income Fund	Dividend, Large Cap Value Equities	87	13.79%	—	Jul 2006	CSVZX vs DQIRX

Compare CSVZX with Any Fund or Stock

Compare CSVZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Columbia Select Large Cap Value Fund Institutional Class (CSVZX) Alternatives