INDZX Mutual Fund

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 54 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1990-10-15.

INDZX performance shows a YTD return of 18.75%. The 1-year return is 23.11% and the 5-year return is 11.92%. INDZX dividend yield stands at 0.58%, paid quarterly.

INDZX 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 INDZX holdings, INDZX sectors, or INDZX dividends.

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