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 $17.3M in net assets. COVUX expense ratio is 1.41%, holding 98 positions across sectors including Financials, Materials, Energy. Inception date: 2016-03-01.
COVUX performance shows a YTD return of 9.24%. The 1-year return is 25.59% and the 5-year return is 12.68%. COVUX dividend yield stands at 12.36%, paid semi-annually.
COVUX 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 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.