Overseas SMA Completion PortfolioOSCBX
Type
Mutual fund
Peer group
International equity
Net assets
$18.0M
Expense ratio
0.00%
1-year return
+51.7%
3 years, a year
+24.1%
5 years, a year
+12.3%
Holdings
45
What it aims to do.
Overseas SMA Completion Portfolio (the Fund) seeks long-term capital appreciation. The Fund is intended to be used as part of a broader separately managed account (SMA) program. The objective of the Fund is intended to be evaluated in the context of the broader SMA program. The Fund is not designed to be used as a stand-alone investment.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Columbia Short Term Cash Fund | 5.86% |
| JOBY Northern Star Resources Ltd | 5.08% |
| JOBY BPER Banca SPA | 4.65% |
| JOBY Piraeus Bank SA | 4.62% |
| JOBY Emaar Properties PJSC | 4.39% |
| JOBY Mebuki Financial Group Inc | 4.18% |
| JOBY Tokyo Tatemono Co Ltd | 3.43% |
| JOBY Sankyo Co Ltd | 2.82% |
| JOBY Shimamura Co Ltd | 2.78% |
| JOBY Toyota Tsusho Corp | 2.75% |
More on OSCBX.
- OSCBX overview
- OSCBX holdings
- OSCBX risk
- OSCBX costs
- OSCBX money in and out
- OSCBX share classes
- Compare OSCBX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.