CEVZX Mutual Fund
CEVZX Mutual Fund
Columbia Global Value Fund Institutional Class
CEVZX Mutual Fund Overview
CEVZX Mutual Fund (Columbia Global Value Fund Institutional Class) is managed by Columbia Threadneedle Investments with $118.6M in net assets. CEVZX expense ratio is 0.87%, holding 72 positions across sectors including Unknown, Health Care, Industrials. Inception date: 2010-09-27.
CEVZX performance shows a YTD return of 8.29%. The 1-year return is 20.28% and the 5-year return is 9.80%. CEVZX dividend yield stands at 9.31%, paid quarterly.
CEVZX top holdings include Alphabet Inc series C (4.8%), Jpmorgan Chase & Co (3.7%), Meta Platforms Inc Class A (3.5%), Shell plc (3.0%), Bank Of America Corp. (2.4%). View all CEVZX holdings, sector breakdown, or dividend history.
CEVZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CEVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.