Columbia Large Cap Value A (nvlex)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
n/a% n/a% n/a% n/a% n/a% |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
n/a |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Columbia Large Cap Value A (NVLEX) Description: NVLEX is a mutual fund, which is an investment that owns a basket of assets. The NVLEX 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 average fund size classification. NVLEXs minimum initial investment amount is $2500 while the IRA minimum is $1000. NVLEXs expense ratio is roughly 1%. The latest NVLEXs front end load was 6% and the back end load was 0%. The Columbia Large Cap Value A (NVLEX) mutual fund falls under the large-cap value category. NVLEX focuses its investments in USA and NVLEX is not affiliated with a particular industry or fund sector. The Columbia Large Cap Value A (NVLEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NVLEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NVLEXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long term capital growth. The funds a feeder fund that invests all of its assets in a master portfolio. The master fund invests at least 80% of assets in equity securities (see equity research) of large cap companies, which, at the time of purchase, have a market capitalization equal to or greater than the top 80% of the Russell 1000 Value Index. As of June 30, 2009, the most recent rebalance date, the lowest market capitalization in this group was $1.76 billion.
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