About ILVFX
Columbia Integrated Large Cap Value Fund Class I is an open-end mutual fund designed to provide shareholders with capital appreciation by investing primarily in large-cap, value-oriented U.S. stocks. The fund targets companies that are considered undervalued or misperceived by the market, aiming to identify investment opportunities with the potential for outperformance. Its investment strategy is guided by a blend of fundamental and quantitative analysis, leveraging the expertise of experienced portfolio managers. The fund’s portfolio is diversified across key sectors, with significant allocations to financials, healthcare, industrials, and consumer staples, among others. Typically, it maintains a high level of active management, as reflected by its high active share, and focuses on maximizing total risk-adjusted return. Established in 1993, Columbia Integrated Large Cap Value Fund Class I plays a notable role in delivering value-focused exposure within the large-cap segment of the equity market for institutional and individual investors seeking disciplined, research-driven stock selection.
Fund Family Columbia Threadneedle
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol ILVFX
Share Class Institutional Class
Index Russell 1000 Value TR
ILVFX had a total return of 17.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 45.00%.
