COVUX Mutual Fund
COVUX Mutual Fund
COVUX Mutual Fund
Columbia Overseas Value Fund Class R
COVUX Mutual Fund Overview
COVUX Mutual Fund (Columbia Overseas Value Fund Class R) is managed by Columbia Threadneedle Investments with $16.4M in net assets. COVUX expense ratio is 1.41%, holding 99 positions across sectors including Energy, Materials, Financials. Inception date: 2016-03-01.
COVUX performance shows a YTD return of 6.39%. The 1-year return is 14.81% and the 5-year return is 11.84%. COVUX dividend yield stands at 4.73%, paid semi-annually.
COVUX top holdings include Shell Plc (3.9%), Sumitomo Mitsui Financial Group Inc. Shs (2.7%), Axa Sa (2.5%), TotalEnergies SE (2.4%), Ing Groep Nv (2.4%). Go to all COVUX holdings, COVUX sectors, or COVUX dividends.
COVUX can be compared against other funds. Use COVUX overlap to find shared positions, or COVUX vs another fund for a side-by-side view. COVUX alternatives are available via the screener, along with tax-loss harvesting opportunities.