Nasdaq - Delayed Quote USD

Columbia Global Opportunities Inst (CSAZX)

13.20 +0.01 (+0.08%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 13.19
  • YTD Return -0.16%
  • Expense Ratio 0.96%
  • Category World Allocation
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 323.37M
  • Beta (5Y Monthly) 1.03
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 115.00%
  • Last Dividend 0.14
  • Inception Date Jan 23, 1985

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 Threadneedle

Fund Family

World Allocation

Fund Category

323.37M

Net Assets

1985-01-23

Inception Date

Performance Overview: CSAZX

Trailing returns as of 5/29/2024. Category is World Allocation.

YTD Return

CSAZX
0.16%
Category
8.60%
 

1-Year Return

CSAZX
5.62%
Category
25.33%
 

3-Year Return

CSAZX
3.36%
Category
8.02%
 

5-Year Return

CSAZX
2.37%
Category
8.06%
 

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Holdings: CSAZX

Top 4 Holdings (10.27% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 2.73%
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF 2.55%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF 2.54%
CHYYX
Columbia High Yield Bond Inst3 2.45%

Sector Weightings

SectorCSAZX
Technology   23.02%
Industrials   12.60%
Healthcare   12.28%
Energy   6.52%
Utilities   2.28%
Real Estate   1.85%

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Research Reports: CSAZX

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