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Columbia Large Cap Value Inst CDVZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 16.46  /  +0.30 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.79%
  • Turnover 12%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CDVZX

Will CDVZX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings CDVZX

  • 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