CEVAX Mutual Fund
CEVAX Mutual Fund
Columbia Global Value Fund Class S

CEVAX Mutual Fund Overview
CEVAX Mutual Fund (Columbia Global Value Fund Class S) is managed by Columbia Threadneedle Investments with $36.8M in net assets. CEVAX expense ratio is 0.87%, holding 84 positions across sectors including Unknown, Financials, Communication Services. Inception date: 2024-10-02.
CEVAX performance shows a YTD return of 5.31%. The 1-year return is 20.27%. CEVAX dividend yield stands at 12.46%, paid quarterly.
CEVAX top holdings include Alphabet Inc. C (5.0%), Meta Platforms, Inc. (4.2%), Jpmorgan Chase (3.8%), Shell Plc (2.7%), Bank of America Corp.: Financials (2.5%). View all CEVAX holdings, sector breakdown, or dividend history.
CEVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CEVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.