CEVYX Mutual Fund

CEVYX Mutual Fund (Columbia Global Value Fund Institutional Class 3) is managed by Columbia Threadneedle Investments with $19.8M in net assets. CEVYX expense ratio is 0.77%, holding 72 positions across sectors including Health Care, Industrials, Financials. Inception date: 2013-02-28.

CEVYX performance shows a YTD return of 10.16%. The 1-year return is 19.51% and the 5-year return is 10.17%. CEVYX dividend yield stands at 13.10%, paid quarterly.

CEVYX top holdings include Alphabet Inc. C (4.8%), Jpmorgan Chase & Co (3.7%), Meta Platforms Inc Class A (3.5%), Shell plc (3.0%), Bank Of America Corp. (2.4%). Go to all CEVYX holdings, CEVYX sectors, or CEVYX dividends.

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