Columbia Global Opportunities Fund Institutional Class
CSAZX
NASDAQ
| Weiss Ratings | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Daniel Boncarosky (9), Thomas Nakamura (3) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Global Opportunities Fund Institutional Class | |||
| Category | Global Moderate 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.63% | |||
| Dividend | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.94% | |||
| Asset Allocation | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -14.03% | |||
| Stock | 59.29% | |||
| U.S. Stock | 37.12% | |||
| Non-U.S. Stock | 22.17% | |||
| Bond | 49.31% | |||
| U.S. Bond | 28.01% | |||
| Non-U.S. Bond | 21.30% | |||
| Preferred | 0.01% | |||
| Convertible | 0.02% | |||
| Other Net | 5.39% | |||
| Price History | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.83% | |||
| 30-Day Total Return | -2.91% | |||
| 60-Day Total Return | -3.19% | |||
| 90-Day Total Return | -1.40% | |||
| Year to Date Total Return | -1.04% | |||
| 1-Year Total Return | 17.16% | |||
| 2-Year Total Return | 20.94% | |||
| 3-Year Total Return | 31.58% | |||
| 5-Year Total Return | 14.30% | |||
| Price | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $13.32 | |||
| 1-Month Low NAV | $12.96 | |||
| 1-Month High NAV | $13.79 | |||
| 52-Week Low NAV | $12.74 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.94 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 8.94 | |||
| Balance Sheet | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 303.06M | |||
| Operating Ratios | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.97% | |||
| Turnover Ratio | 100.00% | |||
| Performance | CSAZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.57% | |||
| Last Bear Market Total Return | -13.62% | |||