Columbia Global Opportunities Fund Institutional Class (CSAZX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.72
+0.02 (0.15%)
Apr 25, 2025, 4:00 PM EDT
7.10%
Fund Assets 595.68M
Expense Ratio 0.97%
Min. Investment $2,000
Turnover n/a
Dividend (ttm) 0.09
Dividend Yield 0.69%
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date Dec 18, 2024
Previous Close 13.70
YTD Return 0.37%
1-Year Return 7.85%
5-Year Return 25.35%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 432
Inception Date Sep 27, 2010

About CSAZX

The Columbia Global Opportunities Fund Institutional Class (CSAZX) seeks to provide shareholders maximum total return through a combination of growth and current income. CSAZX has investment flexibility that is intended to enable the Fund to invest in different asset classes or market exposures in response to changing market, economic or other conditions or developments.

Category World Allocation
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CSAZX
Share Class Institutional Class
Index Index is not available on Lipper Database

Performance

CSAZX had a total return of 7.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.06%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FAQBX Fidelity Fidelity Greenwood Street Trust - Advisor Global Macro Opportunities Fund 1.09%
FAQDX Fidelity Fidelity Greenwood Street Trust - Advisor Global Macro Opportunities Fund 1.34%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
IMRFX Class A 1.22%

Top 10 Holdings

72.42% of assets
Name Symbol Weight
Cash Offset n/a 32.79%
Columbia Short-Term Cash n/a 15.52%
10 Year Japanese Government Bond Future June 25 n/a 3.63%
30 Day Interbank Cash Rate Future Apr 25 n/a 3.53%
ICE: (ITRAXX.EUR.43.V1) n/a 3.44%
iShares JP Morgan USD Emerging Markets Bond ETF EMB 2.83%
Columbia High Yield Bond Fund Institutional 3 Class CHYYX 2.82%
iShares iBoxx $ High Yield Corporate Bond ETF HYG 2.80%
ICE: (CDX.NA.IG.44.V1) n/a 2.56%
10 Year Australian Treasury Bond Future June 25 n/a 2.50%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 18, 2024 $0.09447 Dec 18, 2024
Dec 19, 2022 $0.75098 Dec 19, 2022
Dec 20, 2021 $1.22934 Dec 20, 2021
Dec 17, 2020 $0.36698 Dec 17, 2020
Dec 18, 2019 $0.29736 Dec 18, 2019
Dec 18, 2018 $0.0791 Dec 18, 2018
Full Dividend History