CEVZX Mutual Fund

CEVZX Mutual Fund (Columbia Global Value Fund Institutional Class) is managed by Columbia Threadneedle Investments with $123.4M in net assets. CEVZX expense ratio is 0.87%, holding 72 positions across sectors including Health Care, Industrials, Financials. Inception date: 2010-09-27.

CEVZX performance shows a YTD return of 10.14%. The 1-year return is 19.36% and the 5-year return is 10.05%. CEVZX dividend yield stands at 12.25%, paid quarterly.

CEVZX 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 CEVZX holdings, CEVZX sectors, or CEVZX dividends.

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