About COSBX
Columbia Overseas Value Fund is a mutual fund that seeks long-term capital appreciation through an international equity strategy emphasizing value-oriented investments. It primarily allocates at least 80 percent of its assets to undervalued stocks outside the United States, focusing on large-value companies across developed markets in Europe, Australasia, and the Far East. The fund employs a multi-perspective approach, integrating fundamental and quantitative research with macroeconomic assessments to identify stocks with strong growth potential and attractive valuations. This strategy enhances diversification by spanning various market capitalizations, sectors such as financials, energy, and consumer staples, and countries including Japan, the United Kingdom, and France. Managed by experienced professionals leveraging regional expertise from nearly 100 investment researchers across 19 countries, the fund aims to capture international market upside while mitigating volatility. Available in multiple share classes like Institutional, A, C, and R, it serves investors pursuing resilient, diversified exposure to global value equities. Launched in 2008, it operates under Columbia Threadneedle Investments.
Fund Family Columbia Threadneedle
Category Foreign Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol COSBX
Share Class Class S
COSBX had a total return of 21.53% in the past year, including dividends.
Since the fund's inception, the average annual return has been 30.90%.
