COSZX Mutual Fund

COSZX Mutual Fund (Columbia Overseas Value Fund Class I) is managed by Columbia Threadneedle Investments with $3.05B in net assets. COSZX expense ratio is 0.91%, holding 122 positions across sectors including Materials, Consumer Staples, Energy. Inception date: 2008-03-31.

COSZX performance shows a YTD return of 3.30%. The 1-year return is 19.80% and the 5-year return is 12.01%. COSZX dividend yield stands at 7.38%, paid semi-annually.

COSZX 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%). Go to all COSZX holdings, COSZX sectors, or COSZX dividends.

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