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Columbia Overseas Value Fund Class I: (MF: COSZX)

(NASDAQ Mutual Funds) As of Mar 16, 2026 05:15 PM ET

$14.60 USD

+0.19 (1.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 12.53 32
3 months 15.85 32
6 months 21.74 35
1 Year 51.46 15
3 Year 23.77 11
5 Year 14.85 4
10 Year 11.97 8

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 497.32

Load Adjusted Returns as of Feb 28, 2026

1 Year 45.72
5 Year 13.04
10 Year 9.47
Since Inception 5.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 13.11 12.10 8.69 5.72
2024 1.89 1.11 8.48 -6.28
2023 5.16 2.09 0.39 7.70
2022 -2.52 -11.26 -8.41 18.70
2021 8.51 1.69 0.18 0.19

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.5345.724.7416.09-5.9510.76-0.0822.33-16.5530.100.89
% Total Return Rel to Index 1.5313.530.39-2.7610.52-6.60-5.513.91-0.418.292.77
% Total Return Rel to Peer 0.7616.520.191.2713.754.33-14.810.00-0.521.17-1.85
% Perf Quintile vs Peer* 2.001.000.003.001.002.005.003.003.003.003.00
% Dividends 0.000.470.560.410.070.290.110.350.150.170.16
% Yield 0.003.055.064.040.752.721.143.401.701.581.87
Capital Gains ($) 0.000.640.000.000.100.060.040.020.160.180.00
Expense Ratio 0.000.900.900.910.900.930.971.001.101.201.20

* 1 = Top 20%, 5 = Bottom 20%