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CSAZX:NASDAQ

Columbia Global Opportunities Fund Class Z – CSAZX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
11.080.05 (+0.45%)9.49 - 11.080.0

Market data as of 6:05PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - CSAZX

The investment seeks maximum total return. The fund's assets may be allocated to equity, debt/fixed income and money market instruments, and investments that provide exposure to commodities markets, including the Columbia Commodity Strategy fund. Its equity security investments include: emerging market equities, international developed market equities, and U.S. large-, mid- and small-cap equities. The fund's debt/fixed-income security investments include: U.S. investment-grade bonds, international bonds, emerging market bonds, U.S. high yield (junk) bonds, convertible bonds, mortgage- and other asset-backed securities, and short-term money market instruments.

Growth of $10,000 (10 Years)

Total Return10.77%
Yield (Trailing 12 Mo.)2.42%
Expense Ratio1.01%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure3 Years
Fund Inception09/27/2010

Trailing Total Returns - CSAZX

as of 04/30/2013
TimeframeCSAZXS&P 500Aggressive Allocation
1 Month0.93%1.93%1.68%
3 Month2.66%7.18%4.46%
Year-to-Date6.57%12.74%8.62%
1 Year10.66%16.89%12.74%
3 Year8.73%12.80%8.55%
5 Year3.29%5.21%3.47%
10 Year7.19%7.88%7.22%
Since Inception10.77%10.38%--

Sector Allocation - CSAZX

as of 04/30/2013
Basic Materials
 
5.49%
Consumer Cyclical
 
12.45%
Financial Services
 
17.65%
Real Estate
 
3.59%
Consumer Defensive
 
9.21%
Healthcare
 
10.97%
Utilities
 
4.29%
Communication Services
 
2.11%
Energy
 
9.27%
Industrials
 
13.04%
Technology
 
11.93%

Asset Allocation - CSAZX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
43.0743.07
Bond0.00
 
 
12.0912.09
Other0.00
 
 
8.898.89
Foreign Stock2.49
 
 
19.6017.12
Foreign Bond0.73
 
 
10.259.52
Total3.2293.9090.69
Cash4.60
 
 
10.876.27
Total Net Assets$875.17M
Total Stock Holdings375
Total Bond Holdings566

Top Ten Holdings - CSAZX

as of 04/30/2013
CompanyYTD Return% of Assets
CCIYX--4.88%
CDVIX--3.75%
CEF-20.54%3.22%
S&P500 Emini Fut Mar13--2.07%
MO16.92%1.27%
BLK27.05%1.20%
JNJ21.03%1.13%
RFRIX--1.01%
Samsung Electronics Co Ltd0.00%0.98%
EMC-11.23%0.93%

Valuation & Growth - CSAZX

as of 04/30/2013
ValuationCSAZXCategory Range
Price/Earnings15.33
Price/Book2.05
Price/Sales1.19
Price/Cash Flow9.19
Dividend Yield2.2
LT Earnings10.73
Historical Earnings17.96
Sales Growth1.36
Cash-Flow Growth4.73
Book-Value Growth7.05
Key:  Lo 
 Hi

Morningstar Summary - CSAZX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskBelow Avg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - CSAZX, 3 Year Avg

Pretax Return8.73%
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains-21.14%

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