About COSZX
Columbia Overseas Value Fund Institutional Class is an international mutual fund focused on identifying undervalued companies outside the United States. Its primary objective is to achieve capital appreciation and preservation by investing primarily in established firms across developed markets, while selectively allocating to emerging markets for growth potential. The fund is managed by a global team of research professionals who leverage regional expertise to pinpoint stocks that are attractively valued yet poised for future growth.
Classified in the foreign large value category, the fund maintains a diversified portfolio spanning multiple sectors, including energy, financial services, and utilities. Investments are spread across companies in at least three different countries beyond the U.S., emphasizing geographic diversification and risk mitigation. The fund's approach blends in-depth fundamental analysis with disciplined risk management, making it significant for investors seeking broad international equity exposure and value-oriented market opportunities. Its process, which is rooted in global research capabilities, supports its role as a core holding for institutional and sophisticated investors looking to balance growth potential with relative stability in the international markets.
Fund Family Columbia Threadneedle
Category Foreign Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol COSZX
Share Class Institutional Class
Index MSCI EAFE Value NR USD
COSZX had a total return of 22.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.77%.
