CEVAX Mutual Fund

CEVAX Mutual Fund (Columbia Global Value Fund Class S) is managed by Columbia Threadneedle Investments with $37.2M in net assets. CEVAX expense ratio is 0.87%, holding 73 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2024-10-02.

CEVAX performance shows a YTD return of 13.99%. The 1-year return is 20.24% and the 5-year return is 10.31%. CEVAX dividend yield stands at 11.82%, paid quarterly.

CEVAX top holdings include Microsoft Corp (6.9%), Meta Platforms Inc (3.3%), Jpmorgan Chase (3.3%), Micron Technology, Inc. (3.1%), Shell plc (2.7%). Go to all CEVAX holdings, CEVAX sectors, or CEVAX dividends.

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