COSTX Mutual Fund

COSTX Mutual Fund (Columbia Overseas Core Fund Institutional Class II) is managed by Columbia Threadneedle Investments with $1.6M in net assets. COSTX expense ratio is 0.84%, holding 109 positions across sectors including Energy, Materials, Information Technology. Inception date: 2018-03-05.

COSTX performance shows a YTD return of 3.86%. The 1-year return is 9.29% and the 5-year return is 7.93%. COSTX dividend yield stands at 7.73%, paid semi-annually.

COSTX 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 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.