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Morningstar

Columbia Global Opportunities Inst CSAZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 13.48  /  +0.75 %
  • Total Assets 326.7 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 Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield —
  • Turnover 115%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

  • 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.

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.

by Morningstar Manager Research
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 10.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

18.46 61.7 Mil
Cash and Equivalents

Cash Offset

11.87 39.7 Mil
—

TOPIX Index Future Sept14

4.24 14.2 Mil
—

Euro Stoxx 50 Future Sept 24

4.24 14.1 Mil
—

ICE: (ITRAXX.EUR.41.V1)

3.12 10.4 Mil
Derivative

Microsoft Corp

2.93 9.8 Mil
Technology

iShares JP Morgan USD Em Mkts Bd ETF

2.53 8.4 Mil
—

iShares iBoxx $ High Yield Corp Bd ETF

2.50 8.4 Mil
—

NVIDIA Corp

2.48 8.3 Mil
Technology

Columbia High Yield Bond Inst3

2.45 8.2 Mil
—