IEVAX Mutual Fund

IEVAX Mutual Fund (Columbia Global Value Fund Class A) is managed by Columbia Threadneedle Investments with $714.3M in net assets. IEVAX expense ratio is 1.12%, holding 87 positions across sectors including Health Care, Communication Services, Industrials. Inception date: 1995-03-20.

IEVAX performance shows a YTD return of 9.96%. The 1-year return is 19.04% and the 5-year return is 10.23%. IEVAX dividend yield stands at 11.64%, paid quarterly.

IEVAX top holdings include Alphabet Inc (4.3%), Micron Technology, Inc. (4.3%), Meta Platforms Inc (3.6%), Jpmorgan Chase & Co (3.5%), Shell plc (2.6%). 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.