COSAX Mutual Fund

COSAX Mutual Fund (Columbia Overseas Core Fund Class A) is managed by Columbia Threadneedle Investments with $67.2M in net assets. COSAX expense ratio is 1.16%, holding 109 positions across sectors including Energy, Materials, Information Technology. Inception date: 2018-03-05.

COSAX performance shows a YTD return of 3.57%. The 1-year return is 8.91% and the 5-year return is 7.58%. COSAX dividend yield stands at 7.45%, paid semi-annually.

COSAX top holdings include Shell Plc (2.7%), Ing Groep Nv (2.5%), Mitsubishi Ufj Financial Group Inc (2.2%), Hitachi Ltd (2.2%), Pko Bank Polski Sa (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.