CVQZX Mutual Fund

CVQZX Mutual Fund (Columbia Disciplined Value Fund Class Institutional) is managed by Columbia Threadneedle Investments with $47.7M in net assets. CVQZX expense ratio is 0.78%, holding 95 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2010-09-27.

CVQZX performance shows a YTD return of 22.23%. The 1-year return is 34.98% and the 5-year return is 13.82%. CVQZX dividend yield stands at 9.26%, paid annually.

CVQZX top holdings include Apple, Inc (6.6%), Microsoft Corp (4.7%), Amazon.Com Inc (4.3%), Exxonmobil Holdings Corp Common Stock Usd (2.5%), Cisco Systems Inc. - Ordinary Shares (2.4%). Go to all CVQZX holdings, CVQZX sectors, or CVQZX dividends.

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