Nasdaq - Delayed Quote USD

Columbia Global Value A (IEVAX)

12.76 -0.01 (-0.08%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 12.77
  • YTD Return 12.61%
  • Expense Ratio 1.13%
  • Category World Large-Stock Value
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 835.66M
  • Beta (5Y Monthly) 0.83
  • Yield 2.21%
  • 5y Average Return --
  • Holdings Turnover 59.00%
  • Last Dividend 0.23
  • Inception Date Feb 28, 2013

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or that have securities that trade in the form of depositary receipts, companies that have been formed under the laws of non-U.S. countries, including those of emerging markets, or foreign currencies.

Columbia Threadneedle

Fund Family

World Large-Stock Value

Fund Category

835.66M

Net Assets

2013-02-28

Inception Date

Performance Overview: IEVAX

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Trailing returns as of 9/18/2024. Category is World Large-Stock Value.

YTD Return

IEVAX
12.61%
Category
14.38%
?

1-Year Return

IEVAX
18.19%
Category
39.50%
?

3-Year Return

IEVAX
6.17%
Category
9.11%
?

5-Year Return

IEVAX
10.17%
Category
10.10%
?

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Holdings: IEVAX

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Top 10 Holdings (24.87% of Total Assets)

SymbolCompany% Assets
UNH
UnitedHealth Group Incorporated 3.26%
XOM
Exxon Mobil Corporation 3.23%
PG
The Procter & Gamble Company 2.79%
BAC
Bank of America Corporation 2.64%
SHEL.L
Shell plc 2.52%
WMT
Walmart Inc. 2.48%
DTE
DTE Energy Company 2.09%
NST.AX
Northern Star Resources Limited 1.99%
TMO
Thermo Fisher Scientific Inc. 1.96%
C
Citigroup Inc. 1.91%

Sector Weightings

Recent News: IEVAX

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Research Reports: IEVAX

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