COVUX Mutual Fund
COVUX Mutual Fund
COVUX Mutual Fund
Columbia Overseas Value Fund Class R
COVUX Mutual Fund Overview
COVUX Mutual Fund (Columbia Overseas Value Fund Class R) is managed by Columbia Threadneedle Investments with $17.0M in net assets. COVUX expense ratio is 1.41%, holding 104 positions across sectors including Financials, Materials, Energy. Inception date: 2016-03-01.
COVUX performance shows a YTD return of 8.13%. The 1-year return is 15.27% and the 5-year return is 12.81%. COVUX dividend yield stands at 4.66%.
COVUX 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 COVUX holdings, COVUX sectors, or COVUX dividends.
COVUX can be compared against other funds. Use COVUX overlap to find shared positions, or COVUX vs another fund for a side-by-side view. COVUX alternatives are available via the screener, along with tax-loss harvesting opportunities.