The Fund Grade · free · no account needed

What grade does CSVZX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

F

Fundprints Fund Grade · as of 2026-10-01

Columbia Select Large Cap Value Fund

#444 of 500 graded active funds · value · large segment peer group

The point · specialist footprint

CSVZX sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.

10,000+ funds tracked · the graded specialists among them drive every read

3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

CSVZX vs the Honor Roll · share card ↗

Conviction exposure

21.7%

of the book in specialist-converged names

Late-stage weight

32.8%

of the book in Crowded or Fading names

Active share

93.6%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
MU 3.6%PM 2.7%C 2.6%+4 locked
Consensus
CRM 3.8%AMT 3.6%LUV 3.3%+13 locked
Emerging
GLW 2.7%AMAT 2.4%JPM 2.1%
Crowded
LOW 2.9%FCX 2.7%BAC 2.3%+2 locked
Fading
STZ 3.2%BA 3.1%AVGO 3.1%+5 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Columbia Select Large Cap Value ranks 444 out of 500 graded funds, an F, with specialists making up only 21.7% of the fund. Five positions including AMT, BA, and AVGO are in Fading stage, meaning proven specialists are already heading for the exits. CNC, MS, and VZ offer some early conviction, but that is a thin bright spot in an otherwise heavily late-stage book.

→ Watch the five Fading positions closely, especially AMT and BA, as specialist exits there often precede broader price pressure.

→ Compare this fund against the three higher-graded peers in the same segment before holding further, given the F grade.

Support leaving these positions

STZ 3.2% of the fund · Fading

BA 3.1% of the fund · Fading

AVGO 3.1% of the fund · Fading

MS 3.1% of the fund · Fading

LOW 2.9% of the fund · Crowded

Where it's genuinely early

MU 3.6% of the fund · Early Conviction

PM 2.7% of the fund · Early Conviction

GLW 2.7% of the fund · Emerging

Read from today's disclosed book. Evidence, not advice.

Find out whether you're early or late. It costs nothing.

Create your free account