Skip to Content

Columbia Global Opportunities Inst CSAZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 12.95  /  +0.70 %
  • Total Assets 337.5 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield
  • Turnover 115%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:13 PM GMT+0

Morningstar’s Analysis CSAZX

Will CSAZX 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 Inst 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSAZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

30.43 106.5 Mil

Columbia Short-Term Cash

24.58 86.0 Mil
Cash and Equivalents

TOPIX Index Future Mar14

5.04 17.6 Mil

10 Year Treasury Note Future Mar 24

3.82 13.4 Mil
Government

ICE: (ITRAXX.EUR.40.V1)

3.02 10.6 Mil
Derivative

Microsoft Corp

2.64 9.2 Mil
Technology

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

2.24 7.8 Mil
Derivative

FCNYUSD20240207HSBC Purchased

2.13 7.4 Mil
Derivative

SPDR® Blmbg Convert Secs ETF

2.04 7.2 Mil

Apple Inc

1.74 6.1 Mil
Technology