COSOX Mutual Fund

COSOX Mutual Fund (Columbia Overseas Core Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $546.1M in net assets. COSOX expense ratio is 0.79%, holding 107 positions across sectors including Financials, Materials, Energy. Inception date: 2018-03-05.

COSOX performance shows a YTD return of 7.51%. The 1-year return is 21.32% and the 5-year return is 8.10%. COSOX dividend yield stands at 16.57%, paid semi-annually.

COSOX top holdings include AstraZeneca PLC (2.5%), Ishares Msci Eafe ETF (2.3%), Inghams Group Ltd (2.2%), Shell plc (2.1%), AXA S.A. (1.9%). Go to all COSOX holdings, COSOX sectors, or COSOX dividends.

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