CVQZX Mutual Fund (Columbia Disciplined Value Fund Class Institutional) is managed by Columbia Threadneedle Investments with $42.5M in net assets. CVQZX expense ratio is 0.78%, holding 94 positions across sectors including Unknown, Industrials, Financials. Inception date: 2010-09-27.

CVQZX performance shows a YTD return of 15.80%. The 1-year return is 28.59% and the 5-year return is 13.03%. CVQZX dividend yield stands at 10.01%, paid annually.

CVQZX top holdings include Alphabet Inc Common Stock USD 0.001 (4.1%), Exxon Mobil Corp. (3.5%), Jpmorgan Chase & Co (2.7%), Chevron Corp (2.5%), Bristol-Myer Sq (2.2%). View all CVQZX holdings, sector breakdown, or dividend history.

CVQZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CVQZX alternatives are available via the screener, along with tax-loss harvesting opportunities.