CSAZX

ActiveMin. $1M

Columbia Global Opportunities Fund

Category: Other (5,046 funds)

Expense Ratio

0.96%

Annual Cost per $10K

$96.00

30-Year Fee Drag per $10K

$18,034

at 7% annual return

Fund Type

Mutual Fund

Active · Min: $1M

Trailing 12-Month

+15.32%

Asset Allocation

US Equity

37%

Intl Equity

US Bond

11%

Intl Bond

22%

Cash

28%

Fee Comparison

CSAZX

0.96%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

3% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+44.10%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

CSAZX at 0.96%$290,443

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$90,169

Cost vs index fund−$86,981

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

Ticker	Name	ER	1yr	3yr	5yr
CSAZX	Columbia Global Opportunities Fund	0.96%	+15.32%	+12.95%	+5.40%
IMRFX	Columbia Global Opportunities Fund	1.21%	+14.98%	+12.67%	+5.15%
CBFAX	American Funds Global Balanced Fund	0.80%	+13.87%	+13.82%	+7.93%
CRAAX	Columbia Adaptive Risk Allocation Fund	0.82%	+8.65%	+6.99%	+4.56%
PGLSX	Global Multi-Strategy Fund	1.78%	+7.37%	+7.25%	+5.73%
RAPFX	Cohen & Steers Real Assets Fund, Inc.	0.81%	—	—	—
FFAQX	Franklin Global Allocation Fund	0.67%	+12.17%	+15.96%	+10.68%
CAIBX	Capital Income Builder	0.58%	+15.51%	+14.04%	+11.04%
VTHRX	VANGUARD TARGET RETIREMENT 2030 FUND	0.08%	+11.70%	+15.93%	+8.50%
ABALX	American Balanced Fund	0.58%	+14.48%	+17.33%	+10.37%
MGPOX	Global Strategist Portfolio	0.68%	+11.34%	+15.72%	+7.45%
GAOZX	JPMorgan Global Allocation Fund	0.65%	+13.56%	+13.24%	+7.61%
DGSIX	GLOBAL ALLOCATION 60/40 PORTFOLIO$1M min	0.25%	+13.24%	+13.71%	+9.85%
VTTHX	VANGUARD TARGET RETIREMENT 2035 FUND	0.08%	+12.84%	+17.28%	+9.56%
VPVGMMV	PIMCO Global Managed Asset Allocation Portfolio	1.18%	+14.83%	+15.68%	+8.25%
PGMAX	PIMCO Global Core Asset Allocation Fund	1.56%	+14.33%	+14.74%	+7.59%
SOXL	Direxion Daily Semiconductor Bull 3X Shares	0.75%	+60.66%	+76.46%	+24.25%
VTTVX	VANGUARD TARGET RETIREMENT 2025 FUND	0.08%	+10.53%	+14.31%	+7.39%
EIVPX	Parametric Volatility Risk Premium - Defensive Fund$1M min	0.47%	+14.24%	+15.18%	+12.10%
KAMAX	Kensington Managed Income Fund	1.91%	+3.94%	+3.83%	—
GITTX	GuidePath Conservative Allocation Fund	0.35%	-0.77%	-0.98%	—
QAI	NYLI Hedge Multi-Strategy Tracker ETF	0.91%	+8.43%	+9.29%	+4.01%
VFORX	VANGUARD TARGET RETIREMENT 2040 FUND	0.08%	+13.88%	+18.67%	+10.62%
VSMGX	VANGUARD LIFESTRATEGY MODERATE GROWTH FUND	0.13%	+15.80%	+14.79%	+8.58%
KAGAX	Kensington Dynamic Allocation Fund	1.67%	+42.53%	+15.69%	—
DGTSX	GLOBAL ALLOCATION 25/75 PORTFOLIO$1M min	0.24%	+8.38%	+8.59%	+5.16%
IILGX	THRIVENT GLOBAL STOCK FUND	0.65%	+19.81%	+19.59%	+14.09%
VWENX	VANGUARD WELLINGTON FUND	0.17%	+12.65%	+13.05%	+9.43%
SSCKX	State Street Target Retirement 2035 Fund	0.09%	+12.34%	+17.10%	+9.03%
WARAX	Allspring Absolute Return Fund	1.19%	+8.46%	+10.54%	+6.20%
IRMAX	Voya RussellTM Mid Cap Index Portfolio	0.40%	+10.13%	+16.64%	+11.56%
SSGVX	State Street Global All Cap Equity ex-U.S. Index Portfolio	0.04%	+16.79%	+20.80%	+10.22%
SSDEX	State Street Target Retirement 2045 Fund	0.09%	+14.21%	+19.06%	+10.43%
BMEAX	BlackRock High Equity Income Fund	0.80%	+7.03%	+10.35%	+12.54%
AQRRX	AQR Multi-Asset Fund	0.96%	+13.14%	+14.33%	+9.29%
OWSMX	Old Westbury Small & Mid Cap Strategies Fund	1.13%	+13.77%	+12.64%	+6.51%
PRPDX	Permanent Portfolio	1.06%	+21.67%	+19.48%	+13.49%
QCSCIX	College Retirement Equities Fund - Social Choice Account	—	+8.77%	+14.58%	+7.82%
VTIVX	VANGUARD TARGET RETIREMENT 2045 FUND	0.08%	+14.96%	+20.02%	+11.67%
MAMAX	MFS Moderate Allocation Fund	0.56%	+8.47%	+9.69%	+6.27%
TQQQ	ProShares UltraPro QQQ	0.84%	+31.32%	+49.61%	+18.09%
AADTX	American Funds 2025 Target Date Retirement Fund	0.63%	+12.54%	+12.24%	+7.76%
HBLFX	THE HARTFORD BALANCED INCOME FUND	0.56%	+7.51%	+9.23%	+6.46%
AAETX	American Funds 2030 Target Date Retirement Fund	0.66%	+14.18%	+13.98%	+9.03%
MDYG	SPDR(R) S & P 400 Mid Cap Growth ETF	0.15%	+5.11%	+16.09%	+10.85%
LGMNX	Loomis Sayles Global Allocation Fund	0.82%	+7.75%	+18.31%	+7.67%
MDYV	SPDR(R) S & P 400 Mid Cap Value ETF	0.15%	+6.90%	+15.12%	+16.10%
OCIO	ClearShares OCIO ETF	0.65%	+9.27%	+10.85%	+7.57%
SSTIX	State Street Total Return V.I.S. Fund	0.67%	+11.57%	+15.85%	+8.56%
MSFKX	MFS Total Return Fund	0.40%	+6.74%	+12.13%	+8.11%
CPAEX	Counterpoint Tactical Equity Fund	2.03%	+15.47%	+17.62%	+20.02%
SSDQX	State Street Target Retirement 2055 Fund	0.09%	+15.19%	+20.06%	+11.00%
FFPCX	Fidelity Freedom 2035 Fund	0.59%	—	—	—
FAVNX	Fidelity Freedom Index 2035 Fund	0.05%	+12.16%	—	—
PIALX	Victory Pioneer Solutions - Balanced Fund	1.03%	—	—	—
TWAIX	THRIVENT INTERNATIONAL EQUITY FUND	0.80%	+22.67%	+19.03%	+11.32%
FFFEX	Fidelity Freedom 2030 Fund	0.61%	+11.37%	+15.77%	+8.45%
ACEIX	Invesco Equity and Income Fund	0.76%	+9.14%	+10.33%	+10.51%
PAPTX	PACE Alternative Strategies Investments	2.59%	+7.87%	—	—
GIMTX	GuidePath Multi-Asset Income Allocation Fund	1.10%	—	—	—
FIWBX	Fidelity Advisor Multi-Asset Income Fund	0.80%	+13.74%	+13.57%	+9.80%
AACTX	American Funds 2020 Target Date Retirement Fund	0.61%	+12.05%	+11.50%	+7.31%
CWI	SPDR(R) MSCI ACWI EX-US ETF	0.30%	+17.35%	+21.20%	+10.77%
VSCGX	VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND	0.12%	+12.46%	+11.66%	+5.67%
CBSYX	AB GLOBAL RISK ALLOCATION FUND, INC.	1.16%	+9.06%	+6.71%	+6.58%
EAAFX	Allspring Asset Allocation Fund	0.75%	+14.98%	+14.21%	+7.56%
VGWAX	VANGUARD GLOBAL WELLINGTON FUND	0.43%	+7.32%	+11.22%	+8.54%
UPRO	ProShares UltraPro S&P500	0.91%	+24.55%	+39.00%	+26.71%
PBAPX	SAM Balanced Portfolio	1.02%	+12.98%	+13.98%	+8.63%
RLY	SPDR SSGA Multi-Asset Real Return ETF	0.50%	+10.59%	+10.23%	+12.96%
RMIRX	Multi-Strategy Income Fund	0.58%	—	—	—
ASCLX	AB Select US Long/Short Portfolio	1.90%	+9.25%	+11.96%	+8.85%
FQTEX	Franklin Templeton SMACS Series E	0.08%	+12.34%	+13.60%	+14.02%
HYGH	iShares Interest Rate Hedged High Yield Bond ETF	0.52%	+7.73%	+9.86%	+7.68%
VASGX	VANGUARD LIFESTRATEGY GROWTH FUND	0.14%	+19.20%	+17.92%	+11.51%
TMAIX	THRIVENT MODERATE ALLOCATION FUND	0.83%	+13.87%	+14.17%	+8.91%
MACBX	MFS Conservative Allocation Fund	0.83%	+5.79%	+6.88%	+3.65%
BLAVX	Lord Abbett Multi-Asset Balanced Opportunity Fund	0.90%	+10.75%	+11.77%	+8.08%
INKM	SPDR SSGA Income Allocation ETF	0.50%	+6.31%	+10.78%	+6.06%
DRRAX	BNY Mellon Global Real Return Fund	1.18%	+11.49%	+7.40%	+4.97%
FAUYX	Fidelity Freedom Index 2030 Fund	0.05%	+10.81%	—	—
TCIIX	Nuveen Lifecycle 2035 Fund	0.56%	+9.14%	+12.18%	+7.95%
WGBAX	Allspring Spectrum Moderate Growth Fund	1.79%	+15.37%	+13.09%	+6.97%
BRBCX	BlackRock Tactical Opportunities Fund	1.04%	+8.01%	+7.17%	+5.00%
PMACX	Victory Pioneer Multi-Asset Income Fund	0.84%	—	—	—
VTWNX	VANGUARD TARGET RETIREMENT 2020 FUND	0.08%	+8.58%	+11.97%	+6.02%
WMMRX	Wilmington Real Asset Fund	0.75%	+8.60%	+5.89%	+7.93%
GSLPX	Goldman Sachs Tactical Tilt Overlay Fund	0.78%	+3.67%	+4.75%	+4.80%
DYTA	SGI Dynamic Tactical ETF	1.32%	+3.25%	—	—
FOCSX	Fidelity Small Cap Growth K6 Fund	0.61%	+12.88%	+16.45%	+10.84%
FPE	First Trust Preferred Securities and Income ETF	0.85%	+8.46%	+9.69%	+4.62%
LABU	Direxion Daily S&P Biotech Bull 3X Shares	0.93%	+10.11%	-3.72%	-34.16%
LCORX	Leuthold Core Investment Fund	1.43%	—	—	—
GGSPX	Goldman Sachs Growth and Income Strategy Portfolio	0.55%	+11.16%	+15.50%	+8.74%
FDTKX	Fidelity Freedom 2025 Fund	0.59%	+10.67%	+14.80%	+7.64%
JNUG	Direxion Daily Junior Gold Miners Index Bull 2X Shares	1.02%	+173.77%	+78.71%	+4.87%
DOXBX	Dodge & Cox Balanced Fund	0.43%	+9.74%	+15.05%	—
FAVOX	Fidelity Freedom Index 2040 Fund	0.12%	+14.42%	—	—
WMBFX	Allspring Spectrum Conservative Growth Fund	1.80%	+12.11%	+9.81%	+4.93%
TAAMX	Transamerica Asset Allocation - Moderate Portfolio	0.95%	+14.62%	+13.19%	—
HFND	Unlimited Hfnd Multi-strategy Return Tracker ETF	1.07%	+7.48%	—	—

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