Columbia Integrated Large Fund Quote
ILVBX Fund | USD 10.37 0.05 0.48% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Columbia Integrated is trading at 10.37 as of the 18th of January 2025; that is 0.48% up since the beginning of the trading day. The fund's open price was 10.32. Columbia Integrated has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of large capitalization companies. It invests substantially in securities of U.S. issuers. The fund generally invests in common stocks. It may at times emphasize one or more sectors in selecting its investments, including the financial services sector and the health care sector.. More on Columbia Integrated Large
Moving together with Columbia Mutual Fund
0.84 | ILGCX | Columbia Integrated Large | PairCorr |
0.9 | ILGGX | Columbia Integrated Large | PairCorr |
0.83 | ILGJX | Columbia Integrated Large | PairCorr |
0.94 | SSCVX | Columbia Select Smaller | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
Fund Concentration | Columbia Threadneedle Funds, Large Value Funds, Large Value, Columbia Threadneedle (View all Sectors) |
Update Date | 31st of December 2024 |
Columbia Integrated Large [ILVBX] is traded in USA and was established 18th of January 2025. Columbia Integrated is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Large Value category and is part of Columbia Threadneedle family. Columbia Integrated Large currently has accumulated 189.7 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.01%.
Check Columbia Integrated Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Integrated Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Integrated Large Mutual Fund Constituents
C | Citigroup | Stock | Financials | |
EOG | EOG Resources | Stock | Energy | |
GOOG | Alphabet Inc Class C | Stock | Communication Services | |
GS | Goldman Sachs Group | Stock | Financials | |
JNJ | Johnson Johnson | Stock | Health Care | |
MRK | Merck Company | Stock | Health Care | |
PG | Procter Gamble | Stock | Consumer Staples | |
TGT | Target | Stock | Consumer Staples |
Columbia Integrated Large Risk Profiles
Mean Deviation | 1.16 | |||
Standard Deviation | 4.07 | |||
Variance | 16.54 | |||
Risk Adjusted Performance | (0.08) |
Columbia Integrated Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Integrated financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Integrated security.
Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |