Columbia Integrated Large Cap Value FundILVBX

MUTUAL FUNDColumbia Threadneedle
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$45.0M
Expense ratio
0.80%
1-year return
+17.8%
3 years, a year
+15.5%
5 years, a year
—
Holdings
74

What it aims to do.

Columbia Integrated Large Cap Value Fund (the Fund) seeks to provide shareholders with capital appreciation.

Top 10 holdings.

Holding% of fund
WMT Walmart Inc3.48%
XOM Exxon Mobil Corp3.35%
MRK Merck & Co Inc3.09%
NEM Newmont Corp2.52%
JOBY TechnipFMC PLC2.45%
AMZN Amazon.com Inc2.41%
GOOG Alphabet Inc2.38%
C Citigroup Inc2.21%
CMI Cummins Inc2.20%
JOBY Chubb Ltd2.15%

More on ILVBX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.