COVAX Mutual Fund (Columbia Small Cap Value and Inflection Fund Class A) is managed by Columbia Threadneedle Investments with $74.3M in net assets. COVAX expense ratio is 1.21%, holding 100 positions across sectors including Unknown, Industrials, Consumer Discretionary. Inception date: 2002-05-01.

COVAX performance shows a YTD return of 23.30%. The 1-year return is 52.64% and the 5-year return is 11.88%. COVAX dividend yield stands at 6.08%, paid semi-annually.

COVAX top holdings include Phillips Edison & Company Inc. (2.1%), Bankunited Inc Common (1.8%), California Resources Corp (1.8%), Stonex Group Inc.[Snex] (1.7%), Essent Group Ltd (1.7%). View all COVAX holdings, sector breakdown, or dividend history.

COVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.