Columbia Large Cap Value Fund Institutional Class
CDVZX · NMFQS16.27
16.27
USD0.090.56%Sector weight
Sector
Equity %
Category Average
Financial Services
22.96%
19.85%
Industrials
16.36%
11.75%
Healthcare
11.95%
14.77%
Consumer Defensive
9.63%
8.44%
Technology
9.06%
12.85%
Communication Services
7.47%
5.68%
Energy
6.72%
7.49%
Utilities
4.24%
5.39%
Government
4.24%
4.75%
Municipal
4.24%
0.00%
Corporate
4.24%
11.64%
Securitized
4.24%
4.23%
Cash and Equivalents
4.24%
77.00%
Derivative
4.24%
2.38%
Basic Materials
4.03%
3.42%
Real Estate
3.89%
3.23%
Consumer Cyclical
3.70%
7.12%
World Regions
Region
Equity %
Category Average
North America
98.99%
95.17%
Europe Developed
0.79%
2.38%
United Kingdom
0.11%
1.56%
Asia Developed
0.07%
0.53%
Latin America
0.04%
0.06%
Japan
0.00%
0.14%
Australasia
0.00%
0.02%
Asia Emerging
0.00%
0.10%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.05%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
109.21K USD
144.53K USD
192.96K USD
Large
44.58%
27.30%
48.26%
Medium
30.09%
31.91%
23.05%
Giant
21.66%
33.12%
28.45%
Small
2.73%
4.87%
0.24%
Micro
0.00%
0.00%
0.00%
Valuation and Growth
Growth Rates
CDVZX.US
Category Average
Price/Prospective Earnings
17.14%
16.02%
Price/Cash Flow
10.73%
11.21%
Price/Book
2.45%
2.45%
Dividend Yield
2.12%
2.39%
Price/Sales
1.80%
1.48%
Valuation Rates
CDVZX.US
Category Average
Cash-Flow Growth
13.03%
7.73%
Long-Term Earnings
9.36%
8.24%
Sales Growth
7.65%
9.42%
Book-Value Growth
4.98%
4.85%
Historical Earnings
2.02%
4.43%
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