Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Columbia Global Infrastructure Fund Z (CRIZX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to provide shareholders with long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities (equity, fixed-income and/or other "hybrid" (convertible) securities) of infrastructure-related issuers and/or securities intended primarily to finance infrastructure-related activities. It may also invest in securities that are intended to finance infrastructure-related activities.


1 month-1.55% 3 years+15.55%
3 months-0.46% 5 years+9.29%
1 year-9.50% Since inception+11.45%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+9.29%+11.19%
Expense ratio0.91%1.18%
Risk 5 year sharpe ratio0.640.86
Net assets$295.2M$1.5B
Average market cap$23.2B$6.6B
Average P/E16.818.1
Portfolio turnover51%51%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureCraig Leopold / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock54.56%
International stock28.39%
Fixed income8.11%
Top 5 Sectors
Portfolio weighting
Industrial materials 63.01%
Hardware 16.44%
Energy 7.35%
Telecommunication 6.07%
Consumer goods 4.12%
Top 10 Holdings
Portfolio weighting
PCG PG&E3.56%
CCIPRA Crown Castle International Corp3.35%
-- 3.12%
-- 2.96%
CSCO Cisco2.80%
SLB Schlumberger2.68%
LBTYA Liberty Global PLC2.68%
KMI Kinder Morgan2.67%
CMCSA Comcast2.60%
XOM Exxon Mobil2.59%