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Morningstar

Columbia Global Opportunities Inst2 CLNRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 12.78  /  0.00
  • Total Assets 327.9 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield —
  • Turnover 115%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis CLNRX

Will CLNRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CLNRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CLNRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CLNRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Columbia Global Opportunities Inst2 to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CLNRX

More CLNRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −0.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

27.82 95.5 Mil
—

Columbia Short-Term Cash

18.37 63.1 Mil
Cash and Equivalents

TOPIX Index Future June14

7.51 25.8 Mil
—

30 Day Interbank Cash Rate Future Apr 24

3.17 10.9 Mil
Government

ICE: (ITRAXX.EUR.41.V1)

3.07 10.5 Mil
Derivative

Microsoft Corp

2.80 9.6 Mil
Technology

FSEKUSD20240424BCAP Purchased

2.58 8.9 Mil
Derivative

iShares JP Morgan USD Em Mkts Bd ETF

2.49 8.6 Mil
—

iShares iBoxx $ High Yield Corp Bd ETF

2.45 8.4 Mil
—

Columbia High Yield Bond Inst3

2.34 8.0 Mil
—