COCVX Mutual Fund

COCVX Mutual Fund (Columbia Overseas Value Fund Class C) is managed by Columbia Threadneedle Investments with $13.8M in net assets. COCVX expense ratio is 1.91%, holding 98 positions across sectors including Financials, Materials, Energy. Inception date: 2013-02-28.

COCVX performance shows a YTD return of 8.88%. The 1-year return is 24.92% and the 5-year return is 12.12%. COCVX dividend yield stands at 11.65%, paid semi-annually.

COCVX top holdings include Shell plc (3.7%), Banco Santander S.a. (2.9%), TotalEnergies SE (2.9%), Ishares Msci Eafe Value Etf (2.6%), AXA S.A. (2.5%). Go to all COCVX holdings, COCVX sectors, or COCVX dividends.

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