About COSYX
Columbia Overseas Value Fund Institutional 3 Class is a mutual fund specializing in international large value equities. Its core objective is long-term capital appreciation by investing at least 80% of assets in equity securities of companies based outside the United States, with a focus on firms whose market capitalizations exceed $1 billion at the time of purchase. The fund is diversified across multiple countries, typically investing in at least three different non-U.S. markets at any given time, and seeks to identify undervalued companies with strong fundamentals. Sector exposure includes industries such as financial services, energy, healthcare, and materials, as shown by notable holdings in companies like Shell PLC, TotalEnergies SE, and various multinational banks. By emphasizing value-oriented investment in developed and, occasionally, emerging international markets, this fund offers investors a means of diversifying their portfolios geographically while targeting stable, established enterprises abroad. Managed by experienced portfolio managers, Columbia Overseas Value Fund Institutional 3 Class plays a significant role in the foreign large value mutual fund category, serving institutional investors seeking broad and flexible international equity exposure.
Fund Family Columbia Threadneedle
Category Foreign Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol COSYX
Share Class Institutional 3 Class
Index MSCI EAFE Value NR USD
COSYX had a total return of 32.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.74%.
