ILVBX Mutual Fund
ILVBX Mutual Fund
Columbia Integrated Large Cap Value Fund Class A
ILVBX Mutual Fund Overview
ILVBX Mutual Fund (Columbia Integrated Large Cap Value Fund Class A) is managed by Columbia Threadneedle Investments with $22.5M in net assets. ILVBX expense ratio is 0.80%, holding 75 positions across sectors including Financials, Health Care, Unknown. Inception date: 2014-05-27.
ILVBX performance shows a YTD return of 4.25%. The 1-year return is 17.77% and the 5-year return is 10.82%. ILVBX dividend yield stands at 48.24%, paid quarterly.
ILVBX top holdings include Walmart Inc Com USD0.1 (3.3%), Merck & Co. Inc. (3.1%), Exxon Mobil Corp (2.8%), Alphabet Inc series C (2.7%), Cummins, Inc. (2.4%). View all ILVBX holdings, sector breakdown, or dividend history.
ILVBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ILVBX alternatives are available via the screener, along with tax-loss harvesting opportunities.