Nasdaq - Delayed Quote USD
Columbia Global Value Inst3 (CEVYX)
10.45
-0.12
(-1.14%)
At close: 8:00:17 PM EDT
Investment Information
- Min Initial Investment
- 2,000
- Min Initial Investment, IRA
- 20
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Commonwealth Universe
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or that have securities that trade in the form of depositary receipts, companies that have been formed under the laws of non-U.S. countries, including those of emerging markets, or foreign currencies.
Fund Overview
| Category | World Large-Stock Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 786.28M |
| YTD Return | 2.04% |
| Yield | 2.32% |
| Morningstar Rating | |
| Inception Date | Sep 27, 2010 |
Performance & Risk
| YTD Return | -8.75% |
| 5y Average Return | 11.77% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
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