COSOX Mutual Fund

COSOX Mutual Fund (Columbia Overseas Core Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $532.6M in net assets. COSOX expense ratio is 0.79%, holding 129 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 8.77%. COSOX dividend yield stands at 16.57%, paid semi-annually.

COSOX top holdings include Ing Groep Nv-adr (2.8%), Shell plc (2.5%), Astrazeneca Plc (2.2%), Mitsubishi UFJ Financial Group Inc (2.2%), Powszechna Kasa Oszczednosci Bank Polski Sa Common (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.