IEVAX Rating, Research - Columbia Equity Value A

Columbia Equity Value A (ievax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 97

Threats + Weaknesses = 59

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ievax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Equity Value A (IEVAX) Description: IEVAX is a mutual fund, which is an investment that owns a basket of assets. The IEVAX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a medium management tenure and is in the large fund size classification. IEVAXs minimum initial investment amount is $2000 while the IRA minimum is $1000. IEVAXs expense ratio is roughly 1%. The latest IEVAXs front end load was 6% and the back end load was 0%. The Columbia Equity Value A (IEVAX) mutual fund falls under the large-cap value category. IEVAX focuses its investments in USA and IEVAX is not affiliated with a particular industry or fund sector. The Columbia Equity Value A (IEVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IEVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IEVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

The fund seeks long-term growth of capital and income. The fund invests at least 80% of assets in common stocks (see stock research) and other equity securities (see equity research) of companies that pay or are expected to pay dividends. It invests primarily in common stocks (see stock research) of companies with market capitalizations greater than $3.5 billion. In addition to common stocks (see stock research) and other equity securities (see equity research), the fund may invest in real estate investment trusts (REITs) and in non-U.S. securities, including emerging market securities.

Management Analysis Update

Performance Analysis Update