Morningstar

Columbia Global Opportunities Fund Institutional Class CSAZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.28  /  +0.14 %
  • Total Assets 316.3M
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.930%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.46%
  • Turnover 100%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CSAZX

Will CSAZX outperform in the 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 CSAZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSAZX 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 CSAZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Global Opportunities Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CSAZX

More CSAZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

17.92 59M
Cash and Equivalents

ICE: (ITRAXX.EUR.45.V1)

3.45 11M
Derivative

S&P TSX 60 Index Future June 26

3.29 11M
—

Bbg Ig Credit Fut Jun 26

3.18 11M
Government

Columbia High Yield Bond Inst3

2.86 9M
—

Columbia Commodity Strategy Inst3

2.66 9M
—

NVIDIA Corp

2.54 8M
Technology

iShares JP Morgan USD Em Mkts Bd ETF

2.42 8M
—

E-mini S&P 500 Future June 26

2.41 8M
—

CAC 40 Index Future June 26

2.31 8M
—

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