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Columbia Multi Strat Alts A (CLAAX)

27.63
+0.02
+(0.07%)
As of 8:05:26 AM EDT. Market Open.

Fund Summary

Under normal circumstances, the fund employs alternative investment strategies that seek to identify and capitalize upon changes in macroeconomic fundamentals, market inefficiencies, market behavioral biases, market mis-pricings, risk premia, and other market factors or events within equity, fixed income, interest rate, commodity and currency markets around the world, including emerging markets.

Columbia Multi Strat Alts A

Boston MA 02111
One Financial Center

Fund Overview

Category Multistrategy
Fund Family Columbia Threadneedle
Net Assets 512.21M
YTD Return 2.91%
Yield 7.94%
Morningstar Rating
Inception Date Jan 28, 2015

Fund Operations

Last Dividend 2.25
Last Cap Gain -27.00
Holdings Turnover 718.00%
Average for Category --

Fees & Expenses

Expense CLAAX Category Average
Annual Report Expense Ratio (net) 1.34% 1.58%
Prospectus Net Expense Ratio 1.34% --
Prospectus Gross Expense Ratio 1.47% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Clifford S. Asness, Lead Manager since January 01, 2024
Dr. Asness is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. Dr. Asness is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the Board of Directors of the Q-Group.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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