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Nasdaq - Delayed Quote USD

Columbia Overseas Value Inst3 (COSYX)

11.88
+0.03
+(0.25%)
At close: 6:45:26 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of total assets (including the amount of any borrowings for investment purposes) in equity securities of foreign companies that have market capitalizations of more than $1 billion at the time of purchase. It typically invests in foreign companies in at least three countries, other than the United States, at any one time and may invest in emerging markets. The fund may invest directly in foreign securities or indirectly through closed-end investment companies and depositary receipts.

Columbia Overseas Value Inst3

Boston MA 02111
One Financial Center

Fund Overview

Category Foreign Large Value
Fund Family Columbia Threadneedle
Net Assets 3.22B
YTD Return 8.31%
Yield 5.12%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Operations

Last Dividend 0.58
Last Cap Gain -8.00
Holdings Turnover 34.00%
Average for Category --

Fees & Expenses

Expense COSYX Category Average
Annual Report Expense Ratio (net) 0.78% 1.03%
Prospectus Net Expense Ratio 0.78% --
Prospectus Gross Expense Ratio 0.84% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.24%
Max Deferred Sales Load -- 1.23%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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