ILVBX Mutual Fund

ILVBX Mutual Fund (Columbia Integrated Large Cap Value Fund Class A) is managed by Columbia Threadneedle Investments with $22.5M in net assets. ILVBX expense ratio is 0.80%, holding 75 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2014-05-27.

ILVBX performance shows a YTD return of 4.25%. The 1-year return is 17.77% and the 5-year return is 10.82%. ILVBX dividend yield stands at 48.24%, paid quarterly.

ILVBX top holdings include Walmart, Inc. (3.3%), Merck & Company Inc (3.1%), Exxon Mobil Corp. (2.8%), Alphabet Inc. C (2.7%), Cummins Inc. (2.4%). Go to all ILVBX holdings, ILVBX sectors, or ILVBX dividends.

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