INDZX Mutual Fund

INDZX Mutual Fund (Columbia Intrinsic Value Fund Class A) is managed by Columbia Threadneedle Investments with $1.86B in net assets. INDZX expense ratio is 0.97%, holding 58 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1990-10-15.

INDZX performance shows a YTD return of 16.90%. The 1-year return is 29.89% and the 5-year return is 12.10%. INDZX dividend yield stands at 6.20%, paid quarterly.

INDZX top holdings include Micron Technology, Inc. (3.6%), Alphabet Inc Common Stock USD 0.001 (3.0%), Salesforce Inc Crm Us Equity (3.0%), Broadcom Inc (2.9%), Centene (2.9%). Go to all INDZX holdings, INDZX sectors, or INDZX dividends.

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