Columbia Global Opportunities Fund Class A
IMRFX
NASDAQ
| Weiss Ratings | IMRFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | IMRFX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Daniel Boncarosky (9), Thomas Nakamura (3) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | IMRFX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 2.22% | |||
| Dividend | IMRFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.82% | |||
| Asset Allocation | IMRFX-NASDAQ | Click to Compare |
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| Cash | -20.60% | |||
| Stock | 68.77% | |||
| U.S. Stock | 37.41% | |||
| Non-U.S. Stock | 31.36% | |||
| Bond | 46.99% | |||
| U.S. Bond | 26.88% | |||
| Non-U.S. Bond | 20.11% | |||
| Preferred | 0.01% | |||
| Convertible | 0.02% | |||
| Other Net | 4.82% | |||
| Price History | IMRFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.43% | |||
| 30-Day Total Return | -5.57% | |||
| 60-Day Total Return | -3.33% | |||
| 90-Day Total Return | -1.95% | |||
| Year to Date Total Return | -1.58% | |||
| 1-Year Total Return | 13.07% | |||
| 2-Year Total Return | 19.38% | |||
| 3-Year Total Return | 32.34% | |||
| 5-Year Total Return | 14.50% | |||
| Price | IMRFX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $13.05 | |||
| 1-Month Low NAV | $12.89 | |||
| 1-Month High NAV | $13.88 | |||
| 52-Week Low NAV | $12.57 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.70 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | IMRFX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 8.15 | |||
| Balance Sheet | IMRFX-NASDAQ | Click to Compare |
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| Total Assets | 324.83M | |||
| Operating Ratios | IMRFX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.22% | |||
| Turnover Ratio | 100.00% | |||
| Performance | IMRFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.48% | |||
| Last Bear Market Total Return | -13.65% | |||