Production (Stage)
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 (8), Thomas Nakamura (2), Juno Chen (1) | |||
| 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 | 0.44% | |||
| Dividend | IMRFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.34% | |||
| Asset Allocation | IMRFX-NASDAQ | Click to Compare |
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| Cash | 5.07% | |||
| Stock | 53.14% | |||
| U.S. Stock | 34.63% | |||
| Non-U.S. Stock | 18.51% | |||
| Bond | 41.78% | |||
| U.S. Bond | 17.51% | |||
| Non-U.S. Bond | 24.27% | |||
| Preferred | 0.01% | |||
| Convertible | 0.01% | |||
| Other Net | 0.00% | |||
| Price History | IMRFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.30% | |||
| 30-Day Total Return | 2.86% | |||
| 60-Day Total Return | 6.12% | |||
| 90-Day Total Return | 8.86% | |||
| Year to Date Total Return | 9.11% | |||
| 1-Year Total Return | 12.11% | |||
| 2-Year Total Return | 20.31% | |||
| 3-Year Total Return | 27.13% | |||
| 5-Year Total Return | 22.86% | |||
| 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 | $14.73 | |||
| 1-Month Low NAV | $14.30 | |||
| 1-Month High NAV | $14.75 | |||
| 52-Week Low NAV | $12.57 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.75 | |||
| 52-Week High Price (Date) | Jul 23, 2025 | |||
| Beta / Standard Deviation | IMRFX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 11.72 | |||
| Balance Sheet | IMRFX-NASDAQ | Click to Compare |
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| Total Assets | 315.28M | |||
| Operating Ratios | IMRFX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.22% | |||
| Turnover Ratio | 122.00% | |||
| Performance | IMRFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.48% | |||
| Last Bear Market Total Return | -13.65% | |||