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CSDRX:NASDAQ

Columbia Global Opportunities Fund Class R4 – CSDRX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.830.04 (+0.37%)9.92 - 11.130.0

Market data as of 6:05PM 06/18/13. Quotes are delayed by at least 15 min.

Overview - CSDRX

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 Return9.45%
Yield (Trailing 12 Mo.)--
Expense Ratio1.01%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure3 Years
Fund Inception11/09/2012

Trailing Total Returns - CSDRX

as of 05/31/2013
TimeframeCSDRXS&P 500Aggressive Allocation
1 Month-0.55%2.34%0.67%
3 Month2.19%8.22%4.87%
Year-to-Date5.86%15.37%9.36%
1 Year16.08%27.28%21.07%
3 Year10.88%16.87%11.58%
5 Year3.00%5.43%3.24%
10 Year6.54%7.58%6.71%
Since Inception9.45%10.42%--

Sector Allocation - CSDRX

as of 05/31/2013
Basic Materials
 
5.19%
Consumer Cyclical
 
13.36%
Financial Services
 
17.38%
Real Estate
 
3.06%
Consumer Defensive
 
9.67%
Healthcare
 
11.60%
Utilities
 
4.68%
Communication Services
 
2.17%
Energy
 
8.74%
Industrials
 
11.31%
Technology
 
12.84%

Asset Allocation - CSDRX

as of 05/31/2013
By PercentShort0%LongNet
Stock2.67
 
 
45.6642.98
Bond0.00
 
 
9.609.60
Other0.00
 
 
11.0111.01
Foreign Stock9.24
 
 
20.0110.77
Foreign Bond0.65
 
 
15.7615.11
Total12.56102.0489.47
Cash4.37
 
 
11.707.33
Total Net Assets$859.27M
Total Stock Holdings373
Total Bond Holdings463

Top Ten Holdings - CSDRX

as of 05/31/2013
CompanyYTD Return% of Assets
S&P500 Emini Fut Jun13--8.64%
Bank Accept Futr Dec13--5.40%
CCIYX--4.60%
CDVIX--3.74%
Dec 03 S&P 500 Emini Future--2.70%
CEF-22.54%2.18%
MO17.37%1.19%
RFRIX--1.05%
BLK35.46%0.99%
EMC-2.21%0.93%

Valuation & Growth - CSDRX

as of 05/31/2013
ValuationCSDRXCategory Range
Price/Earnings15.24
Price/Book2.10
Price/Sales1.19
Price/Cash Flow9.10
Dividend Yield2.17
LT Earnings10.5
Historical Earnings20.15
Sales Growth2.36
Cash-Flow Growth9.14
Book-Value Growth6.59
Key:  Lo 
 Hi

Morningstar Summary - CSDRX, 3 Year

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

Tax Analysis - CSDRX, 3 Year Avg

Pretax Return10.88%
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains--

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