CSGVX Mutual Fund

NAV$20.76

Fund Essentials

Net Assets
$10M
Expense Ratio
0.97%
Dividend Yield (Current)
-
Holdings
42
Inception Date
Mar 1, 2018
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+21.37%
1 Year+19.85%
3 Year+1.57%
5 Year+10.85%

Asset Allocation

Stocks: 93.64%
Cash: 6.34%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Latest Distribution
$1.84
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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CSGVX Mutual Fund Overview

CSGVX Mutual Fund (Columbia Select Global Equity Fund Advisor Class) is managed by Columbia Threadneedle Investments with $10.1M in net assets. CSGVX expense ratio is 0.97%, holding 42 positions across various sectors. Inception date: 2018-03-01.

CSGVX performance shows a YTD return of 21.37%. The 1-year return is 19.85% and the 5-year return is 10.85%.

CSGVX top holdings include a diversified portfolio. View all CSGVX holdings, sector breakdown, or dividend history.

CSGVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSGVX alternatives are available via the screener, along with tax-loss harvesting opportunities.