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CVIRX
Columbia Dividend Income Fund Class Adv
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Similar Mutual Funds
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CVIRX Mutual Fund Holdings Information

Holdings Count
77
Total Assets
43.35B
Top 10 Percentage
27.10%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
77 Holdings
77 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPM
JPMorgan Chase & Co.
4.34%
$1.88B
―
$826.14B
35.14%
11 Buy
6 Hold
0 Sell
Moderate Buy
―
WMT
Walmart Inc.
3.13%
$1.36B
―
$846.48B
28.68%
29 Buy
0 Hold
0 Sell
Strong Buy
―
MSFT
Microsoft
3.12%
$1.35B
―
$3.89T
22.30%
33 Buy
0 Hold
0 Sell
Strong Buy
―
JNJ
Johnson & Johnson
2.62%
$1.14B
―
$458.73B
18.35%
12 Buy
7 Hold
0 Sell
Moderate Buy
―
ABBV
Abbvie
2.46%
$1.07B
―
$402.76B
21.37%
15 Buy
7 Hold
0 Sell
Moderate Buy
―
XOM
Exxon Mobil Corp.
2.44%
$1.06B
―
$491.94B
-3.43%
12 Buy
7 Hold
0 Sell
Moderate Buy
―
PG
Procter & Gamble Company
2.41%
$1.05B
―
$356.90B
-9.35%
10 Buy
6 Hold
0 Sell
Moderate Buy
―
HD
Home Depot
2.34%
$1.01B
―
$384.90B
-3.06%
19 Buy
6 Hold
0 Sell
Strong Buy
―
CSCO
Cisco
2.17%
$942.34M
―
$279.21B
26.71%
7 Buy
6 Hold
0 Sell
Moderate Buy
―
CVX
Chevron
2.07%
$898.58M
―
$318.49B
3.15%
11 Buy
5 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

21.01%Financial17.26%Technology12.59%Healthcare11.16%Industrials9.56%Consumer Defensive7.22%Energy7.19%Consumer Cyclical5.88%Utilities4.72%Communication Services1.93%Basic Materials1.48%Real Estate21.01%Financial
Financial
21.01%
Technology
17.26%
Healthcare
12.59%
Industrials
11.16%
Consumer Defensive
9.56%
Energy
7.22%
Consumer Cyclical
7.19%
Utilities
5.88%
Communication Services
4.72%
Basic Materials
1.93%
Real Estate
1.48%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

10.65%Outperform1022.40%Outperform925.78%Outperform816.21%Neutral77.47%Neutral67.10%Neutral57.34%Neutral41.69%Underperform31.35%Underperform27
The weighted average smart score of the CVIRX Mutual Fund is 7
10
10.65%
9
22.40%
8
25.78%
7
16.21%
6
7.47%
5
7.10%
4
7.34%
3
1.69%
2
1.35%
1
0.00%

CVIRX Mutual Funds FAQ

What are Mutual Funds CVIRX’s top 3 holdings?
CVIRX’s top 3 holdings are JPM, WMT, MSFT.
    What is Mutual Funds CVIRX’s holdings count?
    Mutual Funds CVIRX’s is holdings 77 different assets.
      What are the total assets of Mutual Funds CVIRX?
      Mutual Funds CVIRX’s total assets are 43.35B.
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