Address And Details
|P. O. Box 219104 , Kansas City, MO 64121-9104|
|Fund Manager||Hugh H. Mullin|
|Manager Tenure||8 Years 4 Months|
Strategy And Objective
Columbia Large Cap Value Fund (the Fund) seeks to provide shareholders with a high level of current income and, as a secondary objective, steady growth of capital. The Fund s assets primarily are invested in equity securities. Under normal market conditions, the Fund 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. These companies have market capitalizations in the range of companies in the Russell 1000 Value Index (the Index) at the time of purchase (between $284 million and $545.2 billion as of August 31, 2020). The market capitalization range and composition of the companies in the Index are subject to change. The Fund typically invests in dividend-paying common and preferred stocks of value companies. The Fund may invest up to 25% of its net assets in foreign investments. The Fund may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector. The investment manager employs fundamental analysis with risk management in identifying investment opportunities and constructing the Fund s portfolio.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||1.81 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 10/31/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 10/31/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|JPM||JPMORGAN CHASE & CO||3.59%|
|JNJ||JOHNSON & JOHNSON||3.18%|
|BAC||BANK OF AMERICA CORPORATION||2.98%|
|BRK.B||BERKSHIRE HATHAWAY INC CL B||2.61%|
|CSCO||CISCO SYSTEMS INC||2.26%|
|PG||PROCTER & GAMBLE CO||1.98%|
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