Columbia Global Equity Fund Quote
| IEVAX Fund | USD 13.46 0.10 0.75% |
PerformanceSolid
| Odds Of DistressLow
|
Columbia Global is trading at 13.46 as of the 24th of July 2025; that is 0.75% up since the beginning of the trading day. The fund's open price was 13.36. Columbia Global has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities. It generally invests at least 40 percent of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. More on Columbia Global Equity
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Columbia Threadneedle (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Columbia Global Equity [IEVAX] is traded in USA and was established 24th of July 2025. Columbia Global is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Columbia Threadneedle family. This fund currently has accumulated 809.8 M in assets under management (AUM) with no minimum investment requirementsColumbia Global Equity is currently producing year-to-date (YTD) return of 11.37% with the current yeild of 0.02%, while the total return for the last 3 years was 14.71%.
Check Columbia Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Global Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Global Equity Mutual Fund Constituents
| WMT | Walmart | Stock | Consumer Staples | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| ALL | The Allstate | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| CI | Cigna Corp | Stock | Health Care | |
| UPMKF | UPM Kymmene Oyj | Pink Sheet | Paper & Paper Products | |
| CVX | Chevron Corp | Stock | Energy | |
| COP | ConocoPhillips | Stock | Energy |
Columbia Global Equity Risk Profiles
| Mean Deviation | 0.5184 | |||
| Semi Deviation | 0.5324 | |||
| Standard Deviation | 0.7355 | |||
| Variance | 0.5409 |
Columbia Global Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Global financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Global security.
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