COAVX Mutual Fund
COAVX Mutual Fund
Columbia Overseas Value Fund Class A
COAVX Mutual Fund Overview
COAVX Mutual Fund (Columbia Overseas Value Fund Class A) is managed by Columbia Threadneedle Investments with $436.9M in net assets. COAVX expense ratio is 1.16%, holding 122 positions across sectors including Unknown, Materials, Consumer Staples. Inception date: 2013-02-28.
COAVX performance shows a YTD return of 3.20%. The 1-year return is 19.52% and the 5-year return is 11.72%. COAVX dividend yield stands at 7.22%, paid semi-annually.
COAVX top holdings include Shell Plc ADR (3.1%), Banco Santander Sa San Sm Equity (3.0%), Total Energies Se (2.6%), Axa S/Adr Ordinary Shares (2.4%), Imperial Brands PLC Shs (2.3%). View all COAVX holdings, sector breakdown, or dividend history.
COAVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COAVX alternatives are available via the screener, along with tax-loss harvesting opportunities.