COSOX Mutual Fund

COSOX Mutual Fund (Columbia Overseas Core Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $489.5M in net assets. COSOX expense ratio is 0.79%, holding 109 positions across sectors including Energy, Materials, Information Technology. Inception date: 2018-03-05.

COSOX performance shows a YTD return of 3.87%. The 1-year return is 9.35% and the 5-year return is 7.99%. COSOX dividend yield stands at 7.78%, paid semi-annually.

COSOX 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 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.