Nasdaq - Delayed Quote USD

Columbia Disciplined Value Inst2 (COLVX)

8.71 +0.05 (+0.58%)
As of April 19 at 8:00 PM EDT. Market Open.

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

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 of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Value Index (the index) at the time of purchase. The fund may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 190.69M
YTD Return 13.01%
Yield 1.55%
Morningstar Rating
Inception Date Aug 01, 2008

Performance & Risk

YTD Return 6.87%
5y Average Return 10.52%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

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