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Columbia Global Opportunities Inst2 CLNRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 13.11  /  +0.46 %
  • Total Assets 337.8 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 Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:14 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.

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.

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Portfolio Holdings CLNRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 3.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

33.50 117.2 Mil

Columbia Short-Term Cash

17.91 62.6 Mil
Cash and Equivalents

TOPIX Index Future Mar14

5.17 18.1 Mil

ICE: (ITRAXX.EUR.40.V1)

3.02 10.6 Mil
Derivative

IBEX 35 Index Future Mar 24

2.82 9.9 Mil

Microsoft Corp

2.70 9.4 Mil
Technology

iShares JP Morgan USD Em Mkts Bd ETF

2.41 8.4 Mil

iShares iBoxx $ High Yield Corp Bd ETF

2.40 8.4 Mil

ICE: (CDX.NA.IG.41.V1)

2.24 7.8 Mil
Derivative

SPDR® Blmbg Convert Secs ETF

2.06 7.2 Mil