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    Columbia Global Equity Value A (IEVAX)

    12.71 Up 0.06(0.47%) Jan 26
    Prev Close:12.65
    YTD Return*:6.99%
    Net Assets*:1.05B
    Yield*:1.09%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for IEVAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GE1.98-0.83
    DOW1.93-0.04
    CSCO1.89-0.05
    UAL1.73-0.82
    PG1.68-0.71

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.05B
    Category:Large Value
    Annual Report Expense Ratio (net):1.18%

    Performance & Risk

    YTD Return:6.99%
    5y Avg Return:11.57%
    Rank in Category (ytd):89
    % Rank in Category (ytd):6.9%
    Beta (3y):1.06
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks growth of capital and income. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities. Its investment philosophy is rooted in the belief that a disciplined, systematic, value-oriented approach to investing primarily in large-cap companies provides investors with an excellent opportunity for long-term growth of capital. The fund may invest in derivatives, including forward foreign currency contracts, for hedging or investment purposes. It may from time to time emphasize one or more economic sectors in selecting its investments. View More
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