Columbia Large Cap Value Z (nvlux)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Columbia Large Cap Value Z (NVLUX) Description: NVLUX is a mutual fund, which is an investment that owns a basket of assets. The NVLUX 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. NVLUXs minimum initial investment amount is $2500 while the IRA minimum is $1000. NVLUXs expense ratio is roughly 1%. The latest NVLUXs front end load was 0% and the back end load was 0%. The Columbia Large Cap Value Z (NVLUX) mutual fund falls under the large-cap value category. NVLUX focuses its investments in USA and NVLUX is not affiliated with a particular industry or fund sector. The Columbia Large Cap Value Z (NVLUX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NVLUXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NVLUXs research report features technical analysis and long term investment potential.
This investment vehicle seeks a superior total return with only a moderate degree of risk. The fund invests at least 80% of assets in U.S. dollar-denominated equity securities (see equity research) of U.S. and foreign companies with market capitalizations (at the time of investment) of at least $2 billion. It seeks to achieve a total return greater than the Standard & Poors 500 Index over longer periods of time and indices comprised of value-oriented stocks (see stock research) over shorter periods of time. The fund typically holds between 40 and 50 securities.