CEVYX Mutual Fund

CEVYX Mutual Fund (Columbia Global Value Fund Institutional Class 3) is managed by Columbia Threadneedle Investments with $19.3M in net assets. CEVYX expense ratio is 0.77%, holding 73 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-02-28.

CEVYX performance shows a YTD return of 12.08%. The 1-year return is 17.23% and the 5-year return is 10.98%. CEVYX dividend yield stands at 3.99%, paid quarterly.

CEVYX 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 CEVYX holdings, CEVYX sectors, or CEVYX dividends.

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