Morningstar

Columbia Overseas Core Fund Institutional 2 Class COSTX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $12.20  /  −0.57 %
  • Fund Size $985.9M
  • Adjusted Expense Ratio 0.840%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 7.08%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis COSTX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings COSTX

More COSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

7.43 74M
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FCADUSD20261008CIT Purchased

6.27 63M
Derivative

FGBPUSD20261008HSBC Purchased

4.96 49M
Derivative

FAUDUSD20261008JPMB Purchased

4.66 46M
Derivative

FEURUSD20261008CIT Purchased

3.91 39M
Derivative

FCHFUSD20261008UBSW Purchased

2.98 30M
Derivative

FJPYUSD20261008BCAP Purchased

2.93 29M
Derivative

Shell PLC

2.75 27M
Energy

ING Groep NV

2.54 25M
Financial Services

FTWDUSD20261008MSBN Purchased

2.37 24M
Derivative

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