CGEZX Mutual Fund

CGEZX Mutual Fund (Columbia Select Global Equity Fund Institutional Class) is managed by Columbia Threadneedle Investments with $183.7M in net assets. CGEZX expense ratio is 0.97%, holding 42 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2010-09-27.

CGEZX performance shows a YTD return of 14.11%. The 1-year return is 20.93% and the 5-year return is 8.41%. CGEZX dividend yield stands at 8.00%, paid annually.

CGEZX top holdings include Nvidia Corp (8.5%), Tsmc (7.8%), Lrcx Uw Equity (7.8%), Mastercard Inc (4.8%), Alphabet Inc,class A (4.7%). Go to all CGEZX holdings, CGEZX sectors, or CGEZX dividends.

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