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Columbia Large Cap Value Fund Class A: (MF: INDZX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$17.50 USD

+0.01 (0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for INDZX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

Fund Description

The fund was incepted in October 1990 and is managed by American Express Financial Corporation. The fund seeks a high level of current income and, secondarily, steady growth of capital. The fund invests primarily in large-cap stocks with steady dividend yields in its efforts to provide an income stream and capital appreciation. The fund may also seek opportunities in small and mid-cap stocks. The fund invests in value stocks believed to be attractively priced compared to the rest of the market. The fund offers dividends quarterly. Capital gains, if any distributed by the end of the calendar year.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Columbia Large Cap Value A INDZX 5.75 NA 0.00 0.25 0.63 0.98

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Columbia Diversified Eqty Inc A INDZX 17.50 10/15/1990 1.37 21.47 7.68 11.97
Columbia Diversified Eqty Inc C ADECX 17.11 6/26/2000 0.73 20.51 6.87 11.11
Columbia Diversified Eqty Inc R5 RSEDX 17.26 4/19/2007 1.62 21.83 7.98 12.28
Columbia Diversified Eqty Inc R3 RDERX 17.25 4/5/2007 1.59 21.80 7.95 12.24

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Columbia Large Cap Value A INDZX 2000 0 1000 Q

Contact Information

Family Columbia
Address P. O. Box 219104
Kansas City, MO 64121-9104
Phone 800 345-6611