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Morningstar

Columbia Large Cap Value A INDZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.59  /  +1.72 %
  • 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 1.53%
  • Turnover 12%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INDZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the INDZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of INDZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings INDZX

More INDZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.61 84.3 Mil
Financial Services

Berkshire Hathaway Inc Class B

3.16 73.7 Mil
Financial Services

Walmart Inc

2.62 61.2 Mil
Consumer Defensive

Procter & Gamble Co

2.28 53.3 Mil
Consumer Defensive

Lam Research Corp

2.25 52.6 Mil
Technology

EOG Resources Inc

2.19 51.2 Mil
Energy

ConocoPhillips

2.18 50.9 Mil
Energy

Linde PLC

2.15 50.2 Mil
Basic Materials

The Cigna Group

2.13 49.7 Mil
Healthcare

Citigroup Inc

2.08 48.4 Mil
Financial Services