About IEVAX
Columbia Global Value Fund Class A is a global large-cap value mutual fund designed to provide shareholders with both capital growth and income. The fund primarily invests at least 80% of its net assets in equity securities, focusing on large, established companies across diverse markets worldwide. While maintaining a significant allocation to U.S. equities, the fund also invests in developed and emerging markets, offering broad global exposure. It employs a multi-perspective research approach, integrating fundamental, quantitative, and macroeconomic analyses to identify undervalued opportunities with the potential for long-term appreciation. Sector allocations are diversified, spanning financial services, energy, technology, consumer defensive, and healthcare among others. The fund’s portfolio is constructed to manage risk while seeking to capture value across international markets, making it a significant option for investors seeking diversification and exposure to global value-oriented stocks.
Fund Family Columbia Threadneedle
Category World Large-Stock Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol IEVAX
Share Class Class A
Index MSCI World Value NR USD
IEVAX had a total return of 23.41% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.20%.
