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Columbia Global Opportunities Fund Institutional Class (CSAZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.70+0.01 (+0.09%)
As of 08:05AM EDT. Market open.

Columbia Global Opportunities Fund Institutional Class



Columbia Funds Series Trust II

Management Information
,Lead Manager since August 15, 2022
Mr. Nakamura joined Columbia Management in 2018. Prior to 2018, he was a research analyst for Fisher Investments. Mr. Nakamura began his investment career in 2011 and earned a B.A. in Economics with a minor in Statistics from Swarthmore College.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Allocation
Fund FamilyColumbia Threadneedle
Net Assets362.2M
YTD Return1.48%
Morningstar Rating★★
Inception DateFeb 28, 2017

Fund Operations

Last Dividend0.14
Last Cap Gain8.00
Holdings Turnover98.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCSAZXCategory Average
Annual Report Expense Ratio (net)0.84%1.00%
Prospectus Net Expense Ratio0.84%N/A
Prospectus Gross Expense Ratio0.84%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.06%
Max Deferred Sales LoadN/A1.35%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A