COSYX Mutual Fund

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 104 positions across sectors including Financials, Materials, Energy. Inception date: 2015-07-01.

COSYX performance shows a YTD return of 12.98%. The 1-year return is 22.31% and the 5-year return is 7.17%. COSYX dividend yield stands at 12.14%, paid semi-annually.

COSYX top holdings include Shell plc (3.6%), Sumitomo Mitsui Financial Group Inc. Shs (2.5%), AXA S.A. (2.5%), TotalEnergies SE (2.4%), Inghams Group Ltd (2.3%). 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.