Development
Columbia Global Opportunities Fund Institutional Class
CSAZX
NASDAQ
| Weiss Ratings | CSAZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CSAZX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Daniel Boncarosky (8), Thomas Nakamura (2), Juno Chen (1) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CSAZX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Global Opportunities Fund Institutional Class | |||
| Category | Global Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 27, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CSAZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.70% | |||
| Dividend | CSAZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.04% | |||
| Asset Allocation | CSAZX-NASDAQ | Click to Compare |
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| Cash | 0.06% | |||
| Stock | 56.93% | |||
| U.S. Stock | 33.48% | |||
| Non-U.S. Stock | 23.45% | |||
| Bond | 42.97% | |||
| U.S. Bond | 19.75% | |||
| Non-U.S. Bond | 23.22% | |||
| Preferred | 0.01% | |||
| Convertible | 0.03% | |||
| Other Net | 0.00% | |||
| Price History | CSAZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.44% | |||
| 30-Day Total Return | -1.94% | |||
| 60-Day Total Return | -2.01% | |||
| 90-Day Total Return | -0.29% | |||
| Year to Date Total Return | -0.29% | |||
| 1-Year Total Return | 5.08% | |||
| 2-Year Total Return | 14.46% | |||
| 3-Year Total Return | 2.46% | |||
| 5-Year Total Return | 31.67% | |||
| Price | CSAZX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CSAZX-NASDAQ | Click to Compare |
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| Nav | $13.63 | |||
| 1-Month Low NAV | $13.51 | |||
| 1-Month High NAV | $13.89 | |||
| 52-Week Low NAV | $12.62 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $14.26 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | CSAZX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 13.14 | |||
| Balance Sheet | CSAZX-NASDAQ | Click to Compare |
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| Total Assets | 300.67M | |||
| Operating Ratios | CSAZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.97% | |||
| Turnover Ratio | 122.00% | |||
| Performance | CSAZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.57% | |||
| Last Bear Market Total Return | -13.62% | |||