CDVZX Mutual Fund

CDVZX Mutual Fund (Columbia Intrinsic Value Fund Class I) is managed by Columbia Threadneedle Investments with $1.06B in net assets. CDVZX expense ratio is 0.72%, holding 58 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2010-09-27.

CDVZX performance shows a YTD return of 17.09%. The 1-year return is 30.22% and the 5-year return is 12.42%. CDVZX dividend yield stands at 6.29%, paid quarterly.

CDVZX top holdings include Amazon.Com Inc (4.5%), Microsoft Corp (3.5%), Columbia Short Term Cash Fund (3.4%), Apple, Inc (3.1%), Micron Technology, Inc. (3.1%). Go to all CDVZX holdings, CDVZX sectors, or CDVZX dividends.

CDVZX can be compared against other funds. Use CDVZX overlap to find shared positions, or CDVZX vs another fund for a side-by-side view. CDVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.