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CDVZX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Columbia Intrinsic Value Institutional (CDVZX) Ownership - Who owns Columbia Intrinsic Value Institutional?

The investment seeks a high level of current income and, as a secondary objective, steady growth of capital... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

CDVZX

Net Assets

2.6B

Fund Existence

almost 15 years

Turnover

27.00

Total Expense Ratio

0.72

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.74

Assets in Top Ten Holdings

569M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

373M

Fund Type

OpenEnd

Index Fund

Management Fee

0.64

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

67.00

Number of Net Holdings

67.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

26.91%

Gain YTD

12.420

Annual Yield % from dividends

1.25

Returns for 1 year

6.41

Returns for 3 years

24.54

Returns for 5 years

49.75

Returns for 10 years

53.03

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Category LargeValue

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Fundamentals

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