IEVAX Mutual Fund (Columbia Global Value Fund Class A) is managed by Columbia Threadneedle Investments with $700.5M in net assets. IEVAX expense ratio is 1.12%, holding 72 positions across sectors including Unknown, Health Care, Industrials. Inception date: 1995-03-20.

IEVAX performance shows a YTD return of 8.11%. The 1-year return is 19.96% and the 5-year return is 9.52%. IEVAX dividend yield stands at 9.11%, paid quarterly.

IEVAX top holdings include Alphabet Inc series C (4.8%), Jpmorgan Chase & Co (3.7%), Meta Platforms Inc Class A (3.5%), Shell plc (3.0%), Bank Of America Corp. (2.4%). View all IEVAX holdings, sector breakdown, or dividend history.

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