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Morningstar

Columbia Global Opportunities C RSSCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.60  /  −0.54 %
  • Total Assets 327.9 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.960%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield —
  • Turnover 115%

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:01 AM GMT+0

Morningstar’s Analysis RSSCX

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

  • People Pillar

    The People Pillar is our evaluation of the RSSCX 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 RSSCX’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 C 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 RSSCX

More RSSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −0.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

27.82 95.5 Mil
—

Columbia Short-Term Cash

18.37 63.1 Mil
Cash and Equivalents

TOPIX Index Future June14

7.51 25.8 Mil
—

30 Day Interbank Cash Rate Future Apr 24

3.17 10.9 Mil
Government

ICE: (ITRAXX.EUR.41.V1)

3.07 10.5 Mil
Derivative

Microsoft Corp

2.80 9.6 Mil
Technology

FSEKUSD20240424BCAP Purchased

2.58 8.9 Mil
Derivative

iShares JP Morgan USD Em Mkts Bd ETF

2.49 8.6 Mil
—

iShares iBoxx $ High Yield Corp Bd ETF

2.45 8.4 Mil
—

Columbia High Yield Bond Inst3

2.34 8.0 Mil
—