COSTX Mutual Fund

COSTX Mutual Fund (Columbia Overseas Core Fund Institutional Class II) is managed by Columbia Threadneedle Investments with $1.7M in net assets. COSTX expense ratio is 0.84%, holding 129 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 8.69%. COSTX dividend yield stands at 15.99%, paid semi-annually.

COSTX top holdings include Inghams Group Ltd (2.8%), Shell plc (2.5%), AstraZeneca PLC (2.2%), Mitsubishi Ufj Financial Gro (2.2%), Powszechna Kasa Oszczednosci Bank Polski Sa Common (2.1%). 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.