INDZX Mutual Fund
INDZX Mutual Fund
Columbia Intrinsic Value Fund Class A
INDZX Mutual Fund Overview
INDZX Mutual Fund (Columbia Intrinsic Value Fund Class A) is managed by Columbia Threadneedle Investments with $1.86B in net assets. INDZX expense ratio is 0.97%, holding 62 positions across sectors including Financials, Unknown, Industrials. Inception date: 1990-10-15.
INDZX performance shows a YTD return of 14.78%. The 1-year return is 30.23% and the 5-year return is 12.04%. INDZX dividend yield stands at 6.69%, paid quarterly.
INDZX top holdings include Trs Bcomrlit Index (3.2%), Jp Morgan Chase & Co (3.2%), Exxon Mobil Corp (2.6%), 'alphabet Inc., Class 'a'' (2.6%), Lowe'S Cos Inc - Common (2.5%). View all INDZX holdings, sector breakdown, or dividend history.
INDZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. INDZX alternatives are available via the screener, along with tax-loss harvesting opportunities.