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Columbia Global Opportunities Inst2 (CLNRX)

12.72
-0.06
(-0.47%)
At close: April 19 at 8:00:10 PM EDT

Fund Summary

The fund's assets may be allocated to equity, debt/fixed income and money market instruments, and investments that provide exposure to commodities markets, including the Columbia Commodity Strategy Fund. The fund's equity security investments include: emerging market equities, international developed market equities, and U.S. equities. The fund's debt/fixed income security investments include: U.S. investment-grade bonds, international bonds, emerging market bonds, U.S. high yield (junk) bonds, convertible bonds, mortgage- and other asset-backed securities, and short-term money market instruments.

Columbia Global Opportunities Inst2

BOSTON MA 02110
225 FRANKLIN STREET
612-671-4321

Fund Overview

Category World Allocation
Fund Family Columbia Threadneedle
Net Assets 323.37M
YTD Return 3.03%
Yield 0.00%
Morningstar Rating
Inception Date Jan 23, 1985

Fund Operations

Last Dividend 0.14
Last Cap Gain 4.00
Holdings Turnover 115.00%
Average for Category --

Fees & Expenses

Expense CLNRX Category Average
Annual Report Expense Ratio (net) 0.96% 1.00%
Prospectus Net Expense Ratio 0.96% --
Prospectus Gross Expense Ratio 0.97% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.06%
Max Deferred Sales Load -- 1.35%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ms. Chen joined the Investment Manager in 2023. Prior to joining the Investment Manager, she was a global portfolio manager at Dimensional Fund Advisors Pte. Ltd. in Singapore. Ms. Chen began her investment career in 2010 and earned a bachelor of economics degree from Shanghai Jiao Tong University and a Master of Finance degree from M.I.T. Sloan School of Management.

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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