CDVZX Mutual Fund

CDVZX Mutual Fund (Columbia Intrinsic Value Fund Class I) is managed by Columbia Threadneedle Investments with $1.30B in net assets. CDVZX expense ratio is 0.72%, holding 54 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2010-09-27.

CDVZX performance shows a YTD return of 19.03%. The 1-year return is 23.49% and the 5-year return is 12.21%. CDVZX dividend yield stands at 0.82%, paid quarterly.

CDVZX top holdings include Amazon.com Inc (4.2%), Columbia Short Term Cash Fund (3.9%), Microsoft Corp (3.6%), Apple Inc (3.4%), Centene (2.8%). Go to all CDVZX holdings, CDVZX sectors, or CDVZX dividends.

CDVZX can be compared against other funds. Use CDVZX overlap to find shared positions, or CDVZX vs another fund for a side-by-side view. CDVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.