CEVAX Mutual Fund

CEVAX Mutual Fund (Columbia Global Value Fund Class S) is managed by Columbia Threadneedle Investments with $36.0M in net assets. CEVAX expense ratio is 0.87%, holding 73 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2024-10-02.

CEVAX performance shows a YTD return of 10.04%. The 1-year return is 15.21% and the 5-year return is 10.31%. CEVAX dividend yield stands at 3.64%, paid quarterly.

CEVAX top holdings include Microsoft Corp (7.4%), Meta Platforms Inc (4.3%), Micron Technology, Inc. (3.5%), Shell Plc (2.8%), Jpmorgan Chase (2.7%). 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.