COSAX Mutual Fund

COSAX Mutual Fund (Columbia Overseas Core Fund Class A) is managed by Columbia Threadneedle Investments with $73.1M in net assets. COSAX expense ratio is 1.16%, holding 129 positions across sectors including Financials, Materials, Energy. Inception date: 2018-03-05.

COSAX performance shows a YTD return of 7.40%. The 1-year return is 20.89% and the 5-year return is 8.36%. COSAX dividend yield stands at 16.27%, paid semi-annually.

COSAX top holdings include Inghams Group Ltd (2.8%), Shell plc (2.5%), AstraZeneca PLC (2.2%), Mitsubishi Ufj Financial Gro (2.2%), Powszechna Kasa Oszczednosci Bank Polski Sa Common (2.1%). Go to all COSAX holdings, COSAX sectors, or COSAX dividends.

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