CCSZX — Columbia Commodity Strategy Fund

Data updated: 2026-07-29

CCSZX — Columbia Commodity Strategy Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Commodity · $430.17M AUM · 0.86% expense ratio · 23.4% 1-yr return. From SEC regulatory filings.

CCSZX Fund Overview

CCSZX — Columbia Commodity Strategy Fund is a US mutual fund managed by Columbia Funds Series Trust II, categorised as Commodity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Columbia Funds Series Trust II
  • Category: Commodity
  • Assets under management: $430.17M
  • 1-year return: 23.4%
  • Ticker: CCSZX
  • SEC CIK: 0001352280
  • SEC series ID: S000033328
  • Share class ID: C000117667

CCSZX Holdings

Top 10 holdings of Columbia Commodity Strategy Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Columbia Short Term Cash Fund39.50%
Chicago Board of Trade1.04%
John Deere Owner Trust0.82%
Harley-Davidson Motorcycle Trust0.74%
Affirm Inc0.70%
Ford Credit Auto Owner Trust/Ford Credit0.69%
Kubota Credit Owner Trust0.68%
Hyundai Auto Lease Securitization Trust0.62%
BRAVO Residential Funding Trust0.61%
General Motors0.59%

View all CCSZX holdings

CCSZX Portfolio Allocation

Asset-class allocation of Columbia Commodity Strategy Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Cash & Equivalents39.9%
Securitized21.1%
Fixed Income20.8%

CCSZX Performance

Total returns for CCSZX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD11.7%
1 year23.4%
3 years (annualised)10.4%
5 years (annualised)13.0%

CCSZX Risk Information

Risk metrics for CCSZX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 12.7%

CCSZX Costs and Fees

CCSZX costs about $86 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.86%
  • Gross expense ratio: 0.86%
  • Portfolio turnover: 198%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

CCSZX Cashflows

Over the 12 months to 2026-02, Columbia Commodity Strategy Fund had net inflows of $200.08M, from monthly SEC N-PORT filings.

MonthNet flow
2026-02−$29.67M
2026-01$96.27M
2025-12$4.88M
2025-11−$80.22M
2025-10$42.91M
2025-09−$28.26M

CCSZX Debt Constituents

Largest debt holdings of Columbia Commodity Strategy Fund by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
Bank Of America Corp.0.45%
JPMorgan Chase & Co.0.42%
Morgan Stanley0.41%
Goldman Sachs Group, Inc.0.40%
Citigroup, Inc.0.39%
Wells Fargo & Company0.39%
Hsbc Holdings PLC0.27%
US Bank Na Cincinnati0.26%
Bank Of Montreal0.25%
Verizon Communications0.25%

CCSZX Prospectus and SEC Filings

Official Columbia Commodity Strategy Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Commodity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.