Morningstar

Columbia Overseas Value Fund Institutional Class COSZX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $14.55  /  −0.34 %
  • Fund Size $6.5B
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 4.59%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis COSZX

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

  • People Pillar

    The People Pillar is our evaluation of the COSZX 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 COSZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Overseas Value Inst 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 COSZX

More COSZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
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