INDZX : Columbia Large Cap Value Fund Class A

INDZX is a US Stocks Market Large Value with HIGH fees.

INDZX

Columbia Large Cap Value Fund Class A

FI Score

48 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

48% FI Score
  • indzx
  • Mutual Fund
  • US Stocks
  • Large Value

Columbia Large Cap Value Fund Class A

Expenses: 1.02% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks a high level of current income and, as a secondary objective, steady growth of capital. The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common and preferred stocks of large capitalization companies. The fund may invest up to 25% of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector.

Largest Holdings

Amount Holding
4.58% Johnson & Johnson
3.83% Berkshire Hathaway Inc Class B
3.78% JPMorgan Chase & Co
3.63% Procter & Gamble Co
2.90% AT&T Inc
2.77% Comcast Corp Class A
2.49% Walmart Inc
2.38% Philip Morris International Inc
2.31% Medtronic PLC
2.14% Citigroup Inc
1.92% Chevron Corp
1.91% Bristol-Myers Squibb Company
1.87% Xcel Energy Inc
1.77% American Electric Power Co Inc
1.77% Alexandria Real Estate Equities Inc
1.74% Morgan Stanley
1.71% The Home Depot Inc
1.71% PNC Financial Services Group Inc
1.70% Valero Energy Corp
1.69% Norfolk Southern Corp
1.67% Wells Fargo & Co
1.67% American Tower Corp
1.66% Lincoln National Corp
1.65% General Mills Inc
1.64% Cigna Corp

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