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Morningstar

Columbia Global Opportunities R CSARX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.93  /  0.00
  • Total Assets 335.4 Mil
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.460%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield —
  • Turnover 115%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:11 PM GMT+0

Morningstar’s Analysis CSARX

Will CSARX 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 CSARX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CSARX 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 CSARX’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 R to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSARX

More CSARX Holdings
  • Current Portfolio Date
  • Equity Holdings 295
  • Bond Holdings 59
  • Other Holdings 74
  • % Assets in Top 10 Holdings 3.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FAUDUSD20231109MSCO Purchased

26.40
87,074,226
Derivative

Columbia Short-Term Cash

24.15
79,636,863
Cash and Equivalents

FCHFUSD20231122WCHV Purchased

4.67
15,406,030
Derivative

TOPIX Index Future Dec13

4.56
15,032,124
—

10 Year Treasury Note Future Dec 23

3.90
12,846,797
Government

10 Year Treasury Note Future Dec 23

3.61
11,891,250
Government

ICE: (ITRAXX.EUR.40.V1)

3.08
10,172,666
Derivative

FGBPUSD20231122GS Purchased

2.69
8,886,943
Derivative

Microsoft Corp

2.52
8,325,959
Technology

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

2.35
7,756,147
Derivative