COSBX Mutual Fund

COSBX Mutual Fund (Columbia Overseas Value Fund Class S) is managed by Columbia Threadneedle Investments with $13.4M in net assets. COSBX expense ratio is 0.91%, holding 98 positions across sectors including Financials, Materials, Energy. Inception date: 2024-10-02.

COSBX performance shows a YTD return of 8.57%. The 1-year return is 26.29% and the 5-year return is 13.01%. COSBX dividend yield stands at 12.33%, paid semi-annually.

COSBX 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 COSBX holdings, COSBX sectors, or COSBX dividends.

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