CEVYX Mutual Fund

CEVYX Mutual Fund (Columbia Global Value Fund Institutional Class 3) is managed by Columbia Threadneedle Investments with $19.5M in net assets. CEVYX expense ratio is 0.77%, holding 73 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-02-28.

CEVYX performance shows a YTD return of 12.74%. The 1-year return is 18.10% and the 5-year return is 10.05%. CEVYX dividend yield stands at 3.97%, paid quarterly.

CEVYX 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 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.