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Columbia Global Value Inst3 (CEVYX)

10.71
-0.73
(-6.38%)
At close: April 4 at 8:00:16 PM EDT
Loading Chart for CEVYX
  • Previous Close 11.44
  • YTD Return 2.04%
  • Expense Ratio 0.77%
  • Category World Large-Stock Value
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 786.28M
  • Beta (5Y Monthly) 0.83
  • Yield 2.32%
  • 5y Average Return --
  • Holdings Turnover 59.00%
  • Last Dividend 0.04
  • Inception Date Sep 27, 2010

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or that have securities that trade in the form of depositary receipts, companies that have been formed under the laws of non-U.S. countries, including those of emerging markets, or foreign currencies.

Columbia Threadneedle

Fund Family

World Large-Stock Value

Fund Category

786.28M

Net Assets

2010-09-27

Inception Date

Performance Overview: CEVYX

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Trailing returns as of 4/4/2025. Category is World Large-Stock Value.

YTD Return

CEVYX
2.04%
Category
14.38%
 

1-Year Return

CEVYX
7.06%
Category
39.50%
 

3-Year Return

CEVYX
6.86%
Category
9.11%
 

5-Year Return

CEVYX
14.94%
Category
10.10%
 

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Holdings: CEVYX

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Sector Weightings

SectorCEVYX
Industrials   12.64%
Energy   11.61%
Healthcare   10.34%
Technology   7.40%
Real Estate   4.30%
Utilities   4.10%

Recent News: CEVYX

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Research Reports: CEVYX

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