Columbia Overseas Value Fund Quote
| COAVX Fund | USD 11.38 0.11 0.96% |
PerformanceOK
| Odds Of DistressLow
|
Columbia Overseas is trading at 11.38 as of the 27th of February 2025; that is 0.96% down since the beginning of the trading day. The fund's open price was 11.49. Columbia Overseas has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 10th of March 2023 and ending today, the 27th of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of total assets in equity securities of foreign companies that have market capitalizations of more than 1 billion at the time of purchase. It typically invests in foreign companies in at least three countries, other than the United States, at any one time and may invest in emerging markets. More on Columbia Overseas Value
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Columbia Threadneedle, Large Value, Foreign Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Columbia Overseas Value [COAVX] is traded in USA and was established 27th of February 2025. Columbia Overseas is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Columbia Threadneedle family. This fund currently has accumulated 2.85 B in assets under management (AUM) with no minimum investment requirementsColumbia Overseas Value is currently producing year-to-date (YTD) return of 7.81% with the current yeild of 0.05%, while the total return for the last 3 years was 5.9%.
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 Value 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 Value Mutual Fund Constituents
| UPMKF | UPM Kymmene Oyj | Pink Sheet | Paper & Paper Products | |
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend | |
| EFA | iShares MSCI EAFE | Etf | Foreign Large Blend | |
| EFV | iShares MSCI EAFE | Etf | Foreign Large Value | |
| INGVF | ING Groep NV | Pink Sheet | Banks—Diversified | |
| ITOCF | ITOCHU | Pink Sheet | Conglomerates | |
| NPPXF | Nippon Telegraph Telephone | Pink Sheet | Telecom Services | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General |
Columbia Overseas Value Risk Profiles
| Mean Deviation | 0.5524 | |||
| Semi Deviation | 0.6497 | |||
| Standard Deviation | 0.7327 | |||
| Variance | 0.5369 |
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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