Columbia Overseas Core Institutional 2 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Columbia Overseas Core Fund Institutional 2 Class COSTX
- NAV / 1-Day Return 13.48 / −0.22 %
- Total Assets 993.0M
-
Adj. Expense Ratio
0.840%
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Foreign Large Blend
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 4.76%
- Turnover 57%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis COSTX
Will COSTX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the COSTX 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 COSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash Offset | 20.28 | 197M | — |
FAUDUSD20260513SBOS Purchased | 3.87 | 38M | Derivative |
FCHFUSD20260513CIT Purchased | 2.83 | 28M | Derivative |
FEURUSD20260513BCAP Purchased | 2.67 | 26M | Derivative |
Columbia Short-Term Cash | 2.37 | 23M | Cash and Equivalents |
ING Groep NV | 2.33 | 23M | Financial Services |
AstraZeneca PLC | 2.33 | 23M | Healthcare |
Shell PLC | 2.29 | 22M | Energy |
ASM International NV | 2.08 | 20M | Technology |
AXA SA | 1.92 | 19M | Financial Services |
United States