CEVAX Mutual Fund

CEVAX Mutual Fund (Columbia Global Value Fund Class S) is managed by Columbia Threadneedle Investments with $37.9M in net assets. CEVAX expense ratio is 0.87%, holding 87 positions across sectors including Health Care, Communication Services, Industrials. Inception date: 2024-10-02.

CEVAX performance shows a YTD return of 10.06%. The 1-year return is 19.35% and the 5-year return is 10.31%. CEVAX dividend yield stands at 12.25%, paid quarterly.

CEVAX top holdings include Alphabet, Inc., Class C (4.3%), Micron Technology, Inc. (4.3%), Meta Platform Inc (3.6%), Jpmorgan Chase & Co (3.5%), Shell plc (2.6%). Go to all CEVAX holdings, CEVAX sectors, or CEVAX dividends.

CEVAX can be compared against other funds. Use CEVAX overlap to find shared positions, or CEVAX vs another fund for a side-by-side view. CEVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.