COSAX Mutual Fund

COSAX Mutual Fund (Columbia Overseas Core Fund Class A) is managed by Columbia Threadneedle Investments with $70.4M in net assets. COSAX expense ratio is 1.16%, holding 108 positions across sectors including Financials, Materials, Information Technology. Inception date: 2018-03-05.

COSAX performance shows a YTD return of 6.21%. The 1-year return is 12.27% and the 5-year return is 8.42%. COSAX dividend yield stands at 7.26%.

COSAX top holdings include Ing Groep N.v. - Sponsored Adr (2.6%), Shell plc (2.5%), Mitsubishi Ufj Financial Group Inc (2.2%), National Bank Of Greece (2.1%), AstraZeneca PLC (2.0%). Go to all COSAX holdings, COSAX sectors, or COSAX dividends.

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