COVAX Mutual Fund

COVAX Mutual Fund (Columbia Small Cap Value and Inflection Fund Class A) is managed by Columbia Threadneedle Investments with $68.3M in net assets. COVAX expense ratio is 1.20%, holding 104 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2002-05-01.

COVAX performance shows a YTD return of 14.71%. The 1-year return is 17.14% and the 5-year return is 9.32%. COVAX dividend yield stands at 0.62%, paid semi-annually.

COVAX top holdings include Phillips Edison & Company Inc. (1.9%), Essent Group Ltd (1.7%), Korn Ferry (1.7%), Insight Enterprises Inc (1.7%), Fulton Financial Corp (1.7%). Go to all COVAX holdings, COVAX sectors, or COVAX dividends.

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