About INDZX
Columbia Large Cap Value Fund Class A is an actively managed mutual fund focused on large-cap U.S. equities exhibiting value characteristics. The fund’s primary objective is to generate a high level of current income, with long-term capital growth as a secondary goal. It invests predominantly in established companies across major sectors such as financial services, consumer defensive, basic materials, and energy, with notable holdings including JPMorgan Chase & Co, Berkshire Hathaway Inc Class B, Walmart Inc, and Procter & Gamble Co. The portfolio typically allocates a significant portion of assets—over 24%—to its top ten holdings, targeting companies considered undervalued relative to their intrinsic worth. With total assets around $2.5 billion, the fund offers exposure to a diversified basket of large-cap stocks, aiming to capitalize on income and value opportunities within the broader U.S. equity market. Its role in the financial landscape is to provide investors with a vehicle for participating in established, income-generating businesses, balancing downside risk through value-oriented stock selection.
Fund Family Columbia Threadneedle
Category Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol INDZX
Share Class Class A
Index Russell 1000 Value TR
INDZX had a total return of 29.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.99%.
