IEVAX Mutual Fund

IEVAX Mutual Fund (Columbia Global Value Fund Class A) is managed by Columbia Threadneedle Investments with $705.9M in net assets. IEVAX expense ratio is 1.12%, holding 73 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1995-03-20.

IEVAX performance shows a YTD return of 13.83%. The 1-year return is 19.94% and the 5-year return is 10.60%. IEVAX dividend yield stands at 11.64%, paid quarterly.

IEVAX top holdings include Microsoft Corp (6.9%), Meta Platforms Inc (3.3%), Jpmorgan Chase (3.3%), Micron Technology, Inc. (3.1%), Shell plc (2.7%). Go to all IEVAX holdings, IEVAX sectors, or IEVAX dividends.

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