CEVYX Mutual Fund
CEVYX Mutual Fund
Columbia Global Value Fund Institutional Class 3

CEVYX Mutual Fund Overview
CEVYX Mutual Fund (Columbia Global Value Fund Institutional Class 3) is managed by Columbia Threadneedle Investments with $18.7M in net assets. CEVYX expense ratio is 0.77%, holding 84 positions across sectors including Unknown, Financials, Communication Services. Inception date: 2013-02-28.
CEVYX performance shows a YTD return of 5.00%. The 1-year return is 20.37% and the 5-year return is 9.89%. CEVYX dividend yield stands at 9.96%, paid quarterly.
CEVYX 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 CEVYX holdings, sector breakdown, or dividend history.
CEVYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CEVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.