COSYX Mutual Fund
COSYX Mutual Fund
Columbia Overseas Value Fund Institutional Class III
COSYX Mutual Fund Overview
COSYX Mutual Fund (Columbia Overseas Value Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $1.52B in net assets. COSYX expense ratio is 0.78%, holding 122 positions across sectors including Unknown, Materials, Consumer Staples. Inception date: 2015-07-01.
COSYX performance shows a YTD return of 3.41%. The 1-year return is 19.96% and the 5-year return is 12.15%. COSYX dividend yield stands at 7.51%, paid semi-annually.
COSYX top holdings include Shell Plc ADR (3.1%), Banco Santander Sa San Sm Equity (3.0%), Total Energies Se (2.6%), Axa S/Adr Ordinary Shares (2.4%), Imperial Brands PLC Shs (2.3%). View all COSYX holdings, sector breakdown, or dividend history.
COSYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.