CSGVX Mutual Fund

CSGVX Mutual Fund

NAV$20.76
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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: 99.05%
Bonds: 0.95%
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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

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. Go to all CSGVX holdings, CSGVX sectors, or CSGVX dividends.

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