Skip to Content

Columbia Large Cap Value A INDZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.85  /  +0.54 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.55%
  • Turnover 12%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis INDZX

Will INDZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Columbia Large Cap Value A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings INDZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.52 82.6 Mil
Financial Services

Berkshire Hathaway Inc Class B

3.28 76.8 Mil
Financial Services

Walmart Inc

2.60 61.0 Mil
Consumer Defensive

Lam Research Corp

2.38 55.7 Mil
Technology

Procter & Gamble Co

2.24 52.4 Mil
Consumer Defensive

Linde PLC

2.20 51.7 Mil
Basic Materials

Chubb Ltd

2.10 49.3 Mil
Financial Services

The Cigna Group

2.02 47.3 Mil
Healthcare

Valero Energy Corp

1.99 46.7 Mil
Energy

ConocoPhillips

1.96 46.0 Mil
Energy