COSZX Mutual Fund
COSZX Mutual Fund
COSZX Mutual Fund
Columbia Overseas Value Fund Class I
COSZX Mutual Fund Overview
COSZX Mutual Fund (Columbia Overseas Value Fund Class I) is managed by Columbia Threadneedle Investments with $3.05B in net assets. COSZX expense ratio is 0.91%, holding 104 positions across sectors including Financials, Materials, Energy. Inception date: 2008-03-31.
COSZX performance shows a YTD return of 8.50%. The 1-year return is 15.76% and the 5-year return is 13.11%. COSZX dividend yield stands at 4.93%.
COSZX top holdings include Shell plc (3.6%), Sumitomo Mitsui Financial Group Inc. Shs (2.5%), AXA S.A. (2.5%), TotalEnergies SE (2.4%), Ing Groep N.v. - Sponsored Adr (2.3%). Go to all COSZX holdings, COSZX sectors, or COSZX dividends.
COSZX can be compared against other funds. Use COSZX overlap to find shared positions, or COSZX vs another fund for a side-by-side view. COSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.