Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.28% 503.46M -- 126.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
915108.0 2.98% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation with an emphasis on absolute positive returns. Its objective, is allocating Funds assets among different asset managers that use multiple investment styles & strategies across different markets. Making substantial use of derivatives, including both exchange-traded and OTC instruments.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name Columbia Threadneedle Investments
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 56
-91.76M Peer Group Low
390.34M Peer Group High
1 Year
% Rank: 40
915108.0
-687.31M Peer Group Low
3.180B Peer Group High
3 Months
% Rank: 77
-211.79M Peer Group Low
752.21M Peer Group High
3 Years
% Rank: 54
-2.953B Peer Group Low
4.314B Peer Group High
6 Months
% Rank: 44
-410.33M Peer Group Low
2.290B Peer Group High
5 Years
% Rank: 64
-2.769B Peer Group Low
4.447B Peer Group High
YTD
% Rank: 39
-608.23M Peer Group Low
3.118B Peer Group High
10 Years
% Rank: 76
-3.818B Peer Group Low
6.723B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-3.16%
6.09%
5.78%
0.80%
2.85%
3.07%
1.99%
3.75%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.69%
-18.54%
-4.42%
1.16%
-2.78%
-0.16%
3.67%
7.19%
6.61%
-3.55%
9.47%
7.91%
3.10%
-10.20%
11.55%
9.93%
8.96%
-3.84%
9.27%
4.73%
5.08%
-2.82%
6.09%
6.98%
6.16%
-1.84%
6.81%
1.72%
2.69%
-7.01%
3.80%
5.95%
-3.06%
As of December 05, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 2.04%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 1043
Bond
Yield to Maturity (10-31-25) 5.25%
Effective Duration --
Average Coupon 5.33%
Calculated Average Quality 3.622
Effective Maturity 15.66
Nominal Maturity 16.06
Number of Bond Holdings 1010
As of October 31, 2025

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 26.20%
Stock 0.06%
Bond 68.68%
Convertible 0.05%
Preferred 1.03%
Other 3.98%
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Top 10 Holdings

Name % Weight Price % Change
Columbia Short-Term Cash Fund
26.20% -- --
United States of America (Government) 3.625% 31-OCT-2030
1.18% -- --
Government National Mortgage Association 2 5.5% 01-NOV-2055
0.65% -- --
FHLMC-New 4.5 10/25/2052 FIX USD Agency 0.59% 97.66 -0.28%
Federal National Mortgage Association 5% 01-NOV-2055
0.58% -- --
Government National Mortgage Association 2 5% 01-NOV-2055
0.50% -- --
Other Assets less Liabilities
0.47% -- --
Brazil, Federative Republic of (Government) 10% 01-JAN-2027
0.46% -- --
United States of America USGB 3.0 02/15/2049 FIX USD Government 0.42% 74.63 -0.49%
Government National Mortgage Association 2 3.5% 01-NOV-2055
0.41% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 1.10%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 2000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks capital appreciation with an emphasis on absolute positive returns. Its objective, is allocating Funds assets among different asset managers that use multiple investment styles & strategies across different markets. Making substantial use of derivatives, including both exchange-traded and OTC instruments.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name Columbia Threadneedle Investments
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 2.04%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 1043
Bond
Yield to Maturity (10-31-25) 5.25%
Effective Duration --
Average Coupon 5.33%
Calculated Average Quality 3.622
Effective Maturity 15.66
Nominal Maturity 16.06
Number of Bond Holdings 1010
As of October 31, 2025

Fund Details

Key Dates
Inception Date 4/23/2012
Last Annual Report Date 8/31/2025
Last Prospectus Date 1/1/2025
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:CZAMX", "name")
Broad Asset Class: =YCI("M:CZAMX", "broad_asset_class")
Broad Category: =YCI("M:CZAMX", "broad_category_group")
Prospectus Objective: =YCI("M:CZAMX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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