ILVFX Mutual Fund

ILVFX Mutual Fund (Columbia Integrated Large Cap Value Fund Class Institutional) is managed by Columbia Threadneedle Investments with $13.2M in net assets. ILVFX expense ratio is 0.55%, holding 75 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2022-01-26.

ILVFX performance shows a YTD return of 4.30%. The 1-year return is 18.17%. ILVFX dividend yield stands at 47.56%, paid quarterly.

ILVFX 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 ILVFX holdings, ILVFX sectors, or ILVFX dividends.

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