INDZX Rating, Research - Columbia Diversified Equity Income A

Columbia Diversified Equity Income A (indzx)

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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 = 98

Threats + Weaknesses = 65

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks a high rate of total return. The fund normally invests 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities (see equity research). It focuses on stocks (see stock research) of large U.S. companies that are similar in size to the companies in the S&P 500 Index. The fund may invest more than 25% of total assets in a single sector. It may also invest up to 20% of total assets in foreign securities.

Management Analysis Update

Performance Analysis Update