Morningstar

Columbia Overseas Core Fund Class A COSAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 12.34  /  +0.73 %
  • Total Assets 981.6M
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 6.80%
  • Turnover 57%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis COSAX

Will COSAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable COSAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the COSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of COSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Overseas Core A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings COSAX

More COSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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