Columbia Global Opportunities Fund Class A
IMRFX
NASDAQ
| Weiss Ratings | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Daniel Boncarosky (9), Thomas Nakamura (4) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Global Opportunities Fund Class A | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jan 23, 1985 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.22% | |||
| Dividend | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.62% | |||
| Asset Allocation | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -5.70% | |||
| Stock | 65.14% | |||
| U.S. Stock | 46.31% | |||
| Non-U.S. Stock | 18.83% | |||
| Bond | 37.08% | |||
| U.S. Bond | 19.44% | |||
| Non-U.S. Bond | 17.64% | |||
| Preferred | 0.01% | |||
| Convertible | 0.02% | |||
| Other Net | 3.44% | |||
| Price History | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.57% | |||
| 30-Day Total Return | -1.00% | |||
| 60-Day Total Return | -3.63% | |||
| 90-Day Total Return | -3.29% | |||
| Year to Date Total Return | 3.99% | |||
| 1-Year Total Return | 5.61% | |||
| 2-Year Total Return | 20.13% | |||
| 3-Year Total Return | 39.37% | |||
| 5-Year Total Return | 12.95% | |||
| Price | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $13.79 | |||
| 1-Month Low NAV | $13.75 | |||
| 1-Month High NAV | $14.03 | |||
| 52-Week Low NAV | $12.76 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $15.70 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 8.90 | |||
| Balance Sheet | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 299.58M | |||
| Operating Ratios | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.22% | |||
| Turnover Ratio | 122.00% | |||
| Performance | IMRFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.92% | |||
| Last Bear Market Total Return | -13.65% | |||