CVQZX Mutual Fund

CVQZX Mutual Fund (Columbia Disciplined Value Fund Class Institutional) is managed by Columbia Threadneedle Investments with $47.4M in net assets. CVQZX expense ratio is 0.78%, holding 94 positions across sectors including Industrials, 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 13.80%. CVQZX dividend yield stands at 9.48%, paid annually.

CVQZX top holdings include Alphabet Inc Common Stock USD 0.001 (4.1%), Exxon Mobil Corp. (3.5%), Jpmorgan Chase & Co (2.7%), Chevron Corp (2.5%), Bristol-Myers Squibb Co. (2.2%). 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.