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Columbia Large Cap Value Adv (RDERX)

18.35
+0.16
+(0.88%)
At close: November 22 at 8:01:00 PM EST
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  • Previous Close 18.19
  • YTD Return 15.91%
  • Expense Ratio 0.72%
  • Category Large Value
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.6B
  • Beta (5Y Monthly) 0.81
  • Yield 1.60%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.21
  • Inception Date Oct 15, 1990

The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common and preferred stocks of large capitalization companies. The fund may invest up to 25% of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and health care sectors.

Columbia Threadneedle

Fund Family

Large Value

Fund Category

2.6B

Net Assets

1990-10-15

Inception Date

Performance Overview: RDERX

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Trailing returns as of 11/22/2024. Category is Large Value.

YTD Return

RDERX
15.91%
Category
4.44%
 

1-Year Return

RDERX
29.50%
Category
14.37%
 

3-Year Return

RDERX
7.67%
Category
6.04%
 

5-Year Return

RDERX
11.02%
Category
9.20%
 

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Holdings: RDERX

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Sector Weightings

SectorRDERX
Industrials   16.36%
Healthcare   11.95%
Technology   9.06%
Energy   6.72%
Utilities   4.24%
Real Estate   3.89%

Recent News: RDERX

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Research Reports: RDERX

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