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 255 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
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	SLVRX vs VIVIX
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
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 92. There are 27 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	97	—	Oct 1993	SLVRX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	SLVRX vs FGINX
MALVX	BlackRock Advantage Large Cap Value Fund	96	—	Dec 1999	SLVRX vs MALVX
IDIVX	Integrity Dividend Harvest Fund	96	—	May 2012	SLVRX vs IDIVX
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	95	—	Oct 1992	SLVRX vs BBISX

Top Performing SLVRX Alternatives (YTD)

SLVRX is at 15.33% YTD. There are 89 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	26.47%	—	Jun 2015	SLVRX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	26.18%	—	Nov 1935	SLVRX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.83%	—	Jun 2022	SLVRX vs AVLVX
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	22.16%	—	Jun 2015	SLVRX vs CFJIX
PXTIX	PIMCO RAE PLUS Fund	22.13%	—	Jun 2005	SLVRX vs PXTIX

Lowest Volatility Alternatives to SLVRX

SLVRX has 12.29% 1-year volatility. There are 231 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
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	SLVRX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.63%	—	Feb 2021	SLVRX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.36%	—	Dec 1973	SLVRX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.49%	—	Feb 1996	SLVRX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.49%	—	Dec 2007	SLVRX vs TMMAX

Lowest Drawdown Alternatives to SLVRX

SLVRX has a 1-year max drawdown of -9.03%. There are 266 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	95	49.58%	—	Jun 1983	SLVRX vs SLMCX
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	87	11.64%	—	Mar 1998	SLVRX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	87	11.73%	—	Nov 2012	SLVRX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	86	11.51%	—	Nov 2002	SLVRX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	94	48.54%	—	May 1994	SLVRX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	54	22.83%	—	Nov 2000	SLVRX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	55	22.99%	—	Nov 2000	SLVRX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	44	9.43%	—	Dec 1992	SLVRX vs SMGIX
CBALX	Columbia Balanced Fund	Diversified Portfolio	48	5.94%	—	Sep 1991	SLVRX vs CBALX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	41	5.79%	—	Mar 2008	SLVRX vs COSZX

Often Compared With SLVRX

Investors most often compare SLVRX with ALBAX, SIVR, SLV. 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	84	12.91%	—	Dec 1996	SLVRX vs ALBAX
SIVR	abrdn Physical Silver Shares ETF	Silver, Precious Metals	29	-17.37%	3.97B	Jul 2009	SLVRX vs SIVR
SLV	iShares Silver Trust	Silver, Precious Metals	29	-17.46%	28.37B	Apr 2006	SLVRX vs SLV
NOBL	ProShares S&P 500 Dividend Aristocrats ETF	Dividend, S&P 500, Large Cap Value Equities	33	9.33%	11.63B	Oct 2013	SLVRX vs NOBL
SLVP	iShares MSCI Global Silver and Metals Miners ETF	Silver, Precious Metals	40	-10.53%	819.95M	Jan 2012	SLVRX vs SLVP
NYVTX	Davis New York Venture Fund	Large Cap Blend Equities	82	12.13%	—	Feb 1969	SLVRX vs NYVTX
REMX	VanEck Rare Earth and Strategic Metals ETF	Rare Earth & Strategic Metals	52	7.06%	2.40B	Oct 2010	SLVRX vs REMX
SSHFX	Sound Shore Fund	Large Cap Value Equities	52	6.50%	—	May 1985	SLVRX vs SSHFX
QQQ	Invesco QQQ ETF	Nasdaq-100	61	17.43%	481.14B	Mar 1999	SLVRX vs QQQ
SILJ	Amplify Junior Silver Miners ETF	Silver, Precious Metals	38	-8.35%	3.22B	Nov 2012	SLVRX vs SILJ
HRCVX	Carillon Eagle Growth & Income Fund	Large Cap Value Equities	56	9.52%	—	Dec 1986	SLVRX vs HRCVX
VTV	Vanguard Value ETF	Large Cap Value Equities	89	15.66%	245.00B	Jan 2004	SLVRX vs VTV
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	70	10.91%	6.45B	Aug 1994	SLVRX vs TWEIX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	86	11.29%	—	Jul 1999	SLVRX vs AUXFX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	14	3.97%	—	Jan 2011	SLVRX vs PSECX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	72	11.11%	—	Jul 1998	SLVRX vs ACIIX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	18.34%	—	Apr 2003	SLVRX vs NEIMX
VALAX	Al Frank Fund	Large Cap Value Equities	93	21.72%	—	May 2006	SLVRX vs VALAX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	90	11.89%	—	Feb 1992	SLVRX vs THPGX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	85	13.53%	20.50B	Mar 2016	SLVRX vs VIHAX

Compare SLVRX with Any Fund or Stock

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

Symbol name

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