About CSAZX
Columbia Global Opportunities Fund Institutional Class is a diversified mutual fund designed to maximize total return by combining growth and current income strategies. Its primary purpose is to offer investors dynamic exposure to global markets, adapting its asset allocation in response to evolving market and economic conditions. The fund employs an "Alt Global Macro" approach, granting it significant flexibility to invest across various asset classes, geographies, and sectors. Holdings typically include global equities, government and corporate bonds, cash positions, derivatives, and exchange-traded funds, with notable positions in large-cap technology companies and major sovereign debt instruments. The fund’s risk-managed, multi-asset profile enables it to shift allocations proactively based on macroeconomic trends. Established in 2010, it has demonstrated the ability to navigate both growth opportunities and defensive stances, appealing to institutions and sophisticated investors seeking a global, actively managed solution for portfolio diversification. The fund is characterized by a moderate annual expense ratio and is suitable for those looking to balance potential appreciation with principal preservation through global diversification and tactical asset management.
Fund Family Columbia Threadneedle
Category Alt Global Macro
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
CSAZX had a total return of 7.91% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.89%.
