Columbia Overseas E Fund Quote

COSOX Fund  USD 10.46  0.15  1.45%   

Performance

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Odds Of Distress

Less than 21

 
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Columbia Overseas is trading at 10.46 as of the 31st of January 2025; that is 1.45 percent up since the beginning of the trading day. The fund's open price was 10.31. Columbia Overseas has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of foreign companies. It may invest up to 20 percent of its net assets in emerging market countries. The fund may invest directly in foreign equity securities, such as common and preferred stock, or indirectly through mutual funds and closed-end funds, as well as depositary receipts.. More on Columbia Overseas E

Moving together with Columbia Mutual Fund

  0.72SRINX Columbia Porate IncomePairCorr
  0.75CUTRX Columbia Treasury IndexPairCorr
  0.76CUTYX Columbia Treasury IndexPairCorr

Moving against Columbia Mutual Fund

  0.36CUSBX Columbia Ultra ShortPairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Columbia (View all Sectors)
Update Date31st of December 2024
Columbia Overseas E [COSOX] is traded in USA and was established 31st of January 2025. Columbia Overseas is listed under Columbia category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Columbia family. This fund currently has accumulated 214.69 M in assets under management (AUM) with no minimum investment requirementsColumbia Overseas is currently producing year-to-date (YTD) return of 4.23% with the current yeild of 0.04%, while the total return for the last 3 years was 3.18%.
Check Columbia Overseas Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Overseas E Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Columbia Overseas E Mutual Fund Constituents

AVGOBroadcomStockInformation Technology
EFAiShares MSCI EAFEEtfForeign Large Blend
PRMWPrimo Water CorpStockConsumer Staples
ROGRogersStockInformation Technology
SALMSalem Media GroupOTC StockCommunication Services
VEAVanguard FTSE DevelopedEtfForeign Large Blend
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Columbia Overseas Top Holders

CPCYXColumbia Capital AllocationMutual FundAllocation--15% to 30% Equity
AXBAXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CBVZXColumbia Capital AllocationMutual FundAllocation--15% to 30% Equity
NIPAXColumbia Capital AllocationMutual FundAllocation--30% to 50% Equity
CPDMXColumbia Capital AllocationMutual FundAllocation--50% to 70% Equity
CBMRXColumbia Capital AllocationMutual FundAllocation--50% to 70% Equity
CPDIXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CBMZXColumbia Capital AllocationMutual FundAllocation--50% to 70% Equity
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Columbia Overseas Risk Profiles

Columbia Overseas Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Overseas financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Overseas security.
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