ILVFX Mutual Fund
ILVFX Mutual Fund
Columbia Integrated Large Cap Value Fund Class Institutional
ILVFX Mutual Fund Overview
ILVFX Mutual Fund (Columbia Integrated Large Cap Value Fund Class Institutional) is managed by Columbia Threadneedle Investments with $13.2M in net assets. ILVFX expense ratio is 0.55%, holding 75 positions across sectors including Financials, Health Care, Unknown. Inception date: 2022-01-26.
ILVFX performance shows a YTD return of 4.30%. The 1-year return is 18.17%. ILVFX dividend yield stands at 47.56%, paid quarterly.
ILVFX top holdings include Walmart, Inc. (3.3%), Merck & Company Inc (3.1%), Exxon Mobil Corp. (2.8%), Alphabet Inc. C (2.7%), Cummins Inc. (2.4%). View all ILVFX holdings, sector breakdown, or dividend history.
ILVFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ILVFX alternatives are available via the screener, along with tax-loss harvesting opportunities.