Morningstar

Columbia Overseas Value Fund Class A COAVX

Medalist Rating as of Aug 31, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks long-term capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
COSBX	Columbia Overseas Value Fund Class S	No Load	Open			Oct 2, 2024	$12.61M	0.910%	Average	$0	−$4.49M
COSZX	Columbia Overseas Value Fund Institutional Class	Institutional	Open			Mar 31, 2008	$3.02B	0.910%	Above Average	$2,000	$342.92M
COSYX	Columbia Overseas Value Fund Institutional 3 Class	Institutional	Open			Jul 1, 2015	$1.49B	0.780%	Average	$1M	−$69.45M
COSSX	Columbia Overseas Value Fund Institutional 2 Class	Institutional	Open			Jul 1, 2015	$1.58B	0.820%	Average	$0	$3.45M
COAVX	Columbia Overseas Value Fund Class A	Front Load	Open			Feb 28, 2013	$430.97M	1.160%	Average	$2,000	−$2.18M
COCVX	Columbia Overseas Value Fund Class C	Level Load	Open			Feb 28, 2013	$12.61M	1.910%	Above Average	$2,000	−$1.44M
COVUX	Columbia Overseas Value Fund Class R	Retirement, Medium	Open			Mar 1, 2016	$16.80M	1.410%	Above Average	$0	−$309,169.99

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