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Columbia Large Cap Value Fund Class A: (MF: INDZX)
(NASDAQ Mutual Funds) As of Sep 23, 2024 08:00 PM ET
$17.58 USD
+0.05 (0.29%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in October 1990 and is managed by American Express Financial Corporation. The fund seeks a high level of current income and, secondarily, steady growth of capital. The fund invests primarily in large-cap stocks with steady dividend yields in its efforts to provide an income stream and capital appreciation. The fund may also seek opportunities in small and mid-cap stocks. The fund invests in value stocks believed to be attractively priced compared to the rest of the market. The fund offers dividends quarterly. Capital gains, if any distributed by the end of the calendar year.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Large Cap Value A | INDZX | 5.75 | NA | 0.00 | 0.25 | 0.63 | 0.98 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Diversified Eqty Inc A | INDZX | 17.53 | 10/15/1990 | 1.37 | 21.47 | 7.68 | 11.97 |
| Columbia Diversified Eqty Inc C | ADECX | 17.11 | 6/26/2000 | 0.73 | 20.51 | 6.87 | 11.11 |
| Columbia Diversified Eqty Inc R5 | RSEDX | 17.26 | 4/19/2007 | 1.62 | 21.83 | 7.98 | 12.28 |
| Columbia Diversified Eqty Inc R3 | RDERX | 17.25 | 4/5/2007 | 1.59 | 21.80 | 7.95 | 12.24 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |