COSYX Mutual Fund

COSYX Mutual Fund (Columbia Overseas Value Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $1.57B in net assets. COSYX expense ratio is 0.78%, holding 98 positions across sectors including Financials, Materials, Energy. Inception date: 2015-07-01.

COSYX performance shows a YTD return of 8.64%. The 1-year return is 26.31% and the 5-year return is 13.40%. COSYX dividend yield stands at 12.52%, paid semi-annually.

COSYX top holdings include Shell plc (3.7%), Banco Santander S.a. (2.9%), TotalEnergies SE (2.9%), Ishares Msci Eafe Value Etf (2.6%), AXA S.A. (2.5%). Go to all COSYX holdings, COSYX sectors, or COSYX dividends.

COSYX can be compared against other funds. Use COSYX overlap to find shared positions, or COSYX vs another fund for a side-by-side view. COSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.