COSZX Mutual Fund
COSZX Mutual Fund
COSZX Mutual Fund
Columbia Overseas Value Fund Class I
COSZX Mutual Fund Overview
COSZX Mutual Fund (Columbia Overseas Value Fund Class I) is managed by Columbia Threadneedle Investments with $3.18B in net assets. COSZX expense ratio is 0.91%, holding 110 positions across sectors including Financials, Materials, Energy. Inception date: 2008-03-31.
COSZX performance shows a YTD return of 8.57%. The 1-year return is 26.29% and the 5-year return is 13.01%. COSZX dividend yield stands at 12.33%, paid semi-annually.
COSZX top holdings include Shell plc (3.7%), AXA S.A. (2.7%), Sumitomo Mitsui Financial Group Inc. Shs (2.6%), TotalEnergies SE (2.5%), Inghams Group Ltd (2.4%). 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.