CEVZX Mutual Fund

CEVZX Mutual Fund (Columbia Global Value Fund Institutional Class) is managed by Columbia Threadneedle Investments with $120.9M in net assets. CEVZX expense ratio is 0.87%, holding 73 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2010-09-27.

CEVZX performance shows a YTD return of 14.00%. The 1-year return is 20.17% and the 5-year return is 10.86%. CEVZX dividend yield stands at 11.83%, paid quarterly.

CEVZX top holdings include Microsoft Corp (6.9%), Meta Platforms Inc (3.3%), Jpmorgan Chase (3.3%), Micron Technology, Inc. (3.1%), Shell plc (2.7%). 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.