Morningstar

Columbia Overseas Core Fund Institutional Class COSNX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 12.27  /  −0.65 %
  • Total Assets 972.8M
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 7.01%
  • Turnover 57%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis COSNX

Will COSNX 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 COSNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the COSNX 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 COSNX’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 Institutional 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
Rated on Published on

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Portfolio Holdings COSNX

More COSNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FCADUSD20260706BCAP Purchased

44.00 426M
Derivative

FCADUSD20260824BCAP Purchased

12.45 121M
Derivative

FJPYUSD20260706CIT Purchased

6.29 61M
Derivative

FGBPUSD20260706JPMB Purchased

4.88 47M
Derivative

FAUDUSD20260706JPMB Purchased

4.59 44M
Derivative

FCHFUSD20260706BCAP Purchased

2.57 25M
Derivative

ING Groep NV

2.55 25M
Financial Services

AstraZeneca PLC

2.47 24M
Healthcare

FEURUSD20260706CIT Purchased

2.27 22M
Derivative

FNZDUSD20260706BCAP Purchased

2.22 21M
Derivative

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