Columbia Global Infrastructure Fund Institutional Class (CRIZX)

12.90
Net Asset Value
-0.15%
1 Day
-3.95%
Year-to-Date
Overall Morningstar Rating
Infrastructure
Style or Category
No Load
Sales Expenses
0.96%
Expense Ratio
Average
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.

Performance

1 month-0.77% 3 years+1.85%
3 months-0.31% 5 years+7.06%
1 year+3.19% Since inception+9.54%
Data through --

Peer Comparisonvs. Infrastructure

 CRIZXCategory
Performance 5-yr return+7.06%+6.42%
Expense ratio0.96%1.32%
Risk 5 year sharpe ratio0.760.58
Net assets$263.3M$534.7M
Average market cap$18.8B$17.7B
Average P/E21.218.1
Portfolio turnover60%60%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureCraig Leopold / 4 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

International stock46.97%
U.S. stock43.93%
Fixed income5.98%
Cash2.51%
Other0.61%
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
WMB Williams Companies3.46%
-- 2.89%
-- 2.76%
NI NiSource Inc2.74%
-- 2.73%
-- 2.55%
-- 2.53%
AEP American Electric Power Company Inc2.43%
-- 2.28%
-- 2.28%