COSTX Mutual Fund
COSTX Mutual Fund
COSTX Mutual Fund
Columbia Overseas Core Fund Institutional Class II
COSTX Mutual Fund Overview
COSTX Mutual Fund (Columbia Overseas Core Fund Institutional Class II) is managed by Columbia Threadneedle Investments with $1.8M in net assets. COSTX expense ratio is 0.84%, holding 107 positions across sectors including Financials, Materials, Energy. Inception date: 2018-03-05.
COSTX performance shows a YTD return of 7.50%. The 1-year return is 21.16% and the 5-year return is 9.01%. COSTX dividend yield stands at 16.53%, paid semi-annually.
COSTX 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 COSTX holdings, COSTX sectors, or COSTX dividends.
COSTX can be compared against other funds. Use COSTX overlap to find shared positions, or COSTX vs another fund for a side-by-side view. COSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.