Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Overseas SMA Completion (OSCBX)

14.33
+0.09
+(0.63%)
At close: 8:01:56 PM EDT
Loading Chart for OSCBX
  • Previous Close 14.24
  • YTD Return 10.90%
  • Expense Ratio 0.00%
  • Category Foreign Small/Mid Value
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.33M
  • Beta (5Y Monthly) 0.99
  • Yield 5.84%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend 0.83
  • Inception Date Sep 12, 2019

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 that the Investment Manager believes are undervalued. 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 is non-diversified.

Columbia Threadneedle

Fund Family

Foreign Small/Mid Value

Fund Category

5.33M

Net Assets

2019-09-12

Inception Date

Performance Overview: OSCBX

View More

Trailing returns as of 4/16/2025. Category is Foreign Small/Mid Value.

YTD Return

OSCBX
10.90%
Category
14.60%
 

1-Year Return

OSCBX
18.41%
Category
46.89%
 

3-Year Return

OSCBX
8.57%
Category
6.61%
 

5-Year Return

OSCBX
13.91%
Category
9.96%
 

Holdings: OSCBX

View More

Sector Weightings

SectorOSCBX
Industrials   12.41%
Technology   7.86%
Healthcare   6.67%
Real Estate   5.03%
Energy   4.53%
Utilities   2.74%

Recent News: OSCBX

View More

Research Reports: OSCBX

View More

Top Mutual Funds