CSVEX Mutual Fund

CSVEX Mutual Fund (Columbia International Dividend Income Fund Class S) is managed by Columbia Threadneedle Investments with $44.1M in net assets. CSVEX expense ratio is 0.95%, holding 61 positions across sectors including Financials, Energy, Health Care. Inception date: 2024-10-02.

CSVEX performance shows a YTD return of 17.40%. The 1-year return is 34.01% and the 5-year return is 10.54%. CSVEX dividend yield stands at 4.19%, paid quarterly.

CSVEX top holdings include Samsung Electronics Co Ltd (6.6%), Tsmc (4.9%), Tokyo Electron Ltd (3.9%), Anglo American Plc_None_0 (2.7%), BNP PARIBAS (2.7%). Go to all CSVEX holdings, CSVEX sectors, or CSVEX dividends.

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