COSTX Mutual Fund

COSTX Mutual Fund (Columbia Overseas Core Fund Institutional Class II) is managed by Columbia Threadneedle Investments with $1.7M in net assets. COSTX expense ratio is 0.84%, holding 108 positions across sectors including Financials, Materials, Information Technology. Inception date: 2018-03-05.

COSTX performance shows a YTD return of 6.48%. The 1-year return is 12.64% and the 5-year return is 8.77%. COSTX dividend yield stands at 7.54%.

COSTX 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 COSTX holdings, COSTX sectors, or COSTX dividends.

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