SLVRX Alternatives & Similar Mutual Funds

Columbia Select Large Cap Value Fund Class R (SLVRX) 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 SLVRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SLVRX

SLVRX charges 1.05% annually. There are 256 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	SLVRX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	SLVRX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	SLVRX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	SLVRX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	SLVRX vs TILVX

Best Risk-Adjusted Alternatives to SLVRX

SLVRX has a PortfoliosLab risk / return rank of 89. There are 35 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	SLVRX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	SLVRX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	SLVRX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	SLVRX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	SLVRX vs AVLVX

Top Performing SLVRX Alternatives (YTD)

SLVRX is at 13.27% YTD. There are 89 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	SLVRX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	SLVRX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	SLVRX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	SLVRX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	SLVRX vs NPRTX

Lowest Volatility Alternatives to SLVRX

SLVRX has 12.20% 1-year volatility. There are 227 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	SLVRX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	SLVRX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	SLVRX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	SLVRX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	Dec 2007	SLVRX vs TMMAX

Lowest Drawdown Alternatives to SLVRX

SLVRX has a 1-year max drawdown of -9.03%. There are 264 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	SLVRX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	SLVRX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	SLVRX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	SLVRX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	SLVRX 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
SLMCX	Columbia Seligman Technology and Information Fund	Technology Equities	96	59.22%	—	Jun 1983	SLVRX vs SLMCX
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	79	8.83%	—	Mar 1998	SLVRX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	79	8.90%	—	Nov 2012	SLVRX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	77	8.70%	—	Nov 2002	SLVRX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	96	58.24%	—	May 1994	SLVRX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	78	31.05%	—	Nov 2000	SLVRX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	79	31.20%	—	Nov 2000	SLVRX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	47	8.24%	—	Dec 1992	SLVRX vs SMGIX
CBALX	Columbia Balanced Fund	Diversified Portfolio	51	5.48%	—	Sep 1991	SLVRX vs CBALX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	26	1.13%	—	Mar 2008	SLVRX vs COSZX

Often Compared With SLVRX

Investors most often compare SLVRX with ALBAX, SIVR, NOBL. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ALBAX	Alger Growth & Income Fund	Large Cap Blend Equities	86	12.60%	—	Dec 1996	SLVRX vs ALBAX
SIVR	abrdn Physical Silver Shares ETF	Silver, Precious Metals	32	-13.39%	4.82B	Jul 2009	SLVRX vs SIVR
NOBL	ProShares S&P 500 Dividend Aristocrats ETF	Dividend, S&P 500, Large Cap Value Equities	29	6.48%	11.27B	Oct 2013	SLVRX vs NOBL
SLV	iShares Silver Trust	Silver, Precious Metals	31	-13.49%	32.53B	Apr 2006	SLVRX vs SLV
SLVP	iShares MSCI Global Silver and Metals Miners ETF	Silver, Precious Metals	39	-9.48%	893.65M	Jan 2012	SLVRX vs SLVP
NYVTX	Davis New York Venture Fund	Large Cap Blend Equities	79	10.24%	—	Feb 1969	SLVRX vs NYVTX
REMX	VanEck Rare Earth and Strategic Metals ETF	Rare Earth & Strategic Metals	80	24.22%	2.96B	Oct 2010	SLVRX vs REMX
QQQ	Invesco QQQ ETF	Nasdaq-100	59	16.45%	493.17B	Mar 1999	SLVRX vs QQQ
SSHFX	Sound Shore Fund	Large Cap Value Equities	53	6.20%	—	May 1985	SLVRX vs SSHFX
SILJ	Amplify Junior Silver Miners ETF	Silver, Precious Metals	39	-5.93%	3.79B	Nov 2012	SLVRX vs SILJ
HRCVX	Carillon Eagle Growth & Income Fund	Large Cap Value Equities	61	9.53%	—	Dec 1986	SLVRX vs HRCVX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	51	7.32%	6.45B	Aug 1994	SLVRX vs TWEIX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	62	7.37%	—	Jul 1999	SLVRX vs AUXFX
VTV	Vanguard Value ETF	Large Cap Value Equities	84	14.47%	245.00B	Jan 2004	SLVRX vs VTV
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	89	9.70%	—	Feb 1992	SLVRX vs THPGX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	52	7.52%	—	Jul 1998	SLVRX vs ACIIX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	17.46%	—	Apr 2003	SLVRX vs NEIMX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	2.12%	—	Jan 2011	SLVRX vs PSECX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	82	12.73%	20.50B	Mar 2016	SLVRX vs VIHAX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	43	15.98%	—	Nov 1935	SLVRX vs LEXCX

Compare SLVRX with Any Fund or Stock

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

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Diversifiers

Pair SLVRX with funds that move differently

Columbia Select Large Cap Value Fund Class R alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SLVRX.

Explore SLVRX Diversifiers

Columbia Select Large Cap Value Fund Class R (SLVRX) Alternatives