COSTX Mutual Fund
COSTX Mutual Fund
Columbia Overseas Core Fund Institutional Class II

COSTX Mutual Fund Overview
COSTX Mutual Fund (Columbia Overseas Core Fund Institutional Class II) is managed by Columbia Threadneedle Investments with $1.7M in net assets. COSTX expense ratio is 0.84%, holding 128 positions across sectors including Unknown, Energy, Materials. Inception date: 2018-03-05.
COSTX performance shows a YTD return of -0.59%. The 1-year return is 12.00% and the 5-year return is 7.67%. COSTX dividend yield stands at 16.89%, paid semi-annually.
COSTX top holdings include AstraZeneca PLC (2.5%), Northern Star Resources Ltd. Shs (2.3%), Ing Groep Nv (2.2%), Taiwan Semiconductor Manufacturing Co. Ltd. (2.0%), Primo Brands Class A Corp (2.0%). View all COSTX holdings, sector breakdown, or dividend history.
COSTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.