Columbia Global Opportunities Fund Class A (IMRFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.69
+0.05 (0.37%)
Feb 13, 2026, 9:30 AM EST
Fund Assets321.17M
Expense Ratio1.22%
Min. Investment$2,000
Turnover100.00%
Dividend (ttm)2.37
Dividend Yield16.31%
Dividend Growth3,655.61%
Payout Frequencyn/a
Ex-Dividend DateDec 17, 2025
Previous Close13.64
YTD Return3.27%
1-Year Return16.21%
5-Year Return13.79%
52-Week Low11.42
52-Week High14.60
Beta (5Y)n/a
Holdings447
Inception DateJan 23, 1985

About IMRFX

Columbia Global Opportunities Fund Class A is a diversified mutual fund designed to seek maximum total return by actively allocating assets across global financial markets. The fund invests in a broad mix of asset classes, including equities, debt and fixed income instruments, money market securities, commodities, and alternative investments. Its portfolio spans U.S. and international developed and emerging markets, providing exposure to sectors such as technology, government bonds, and corporate credit, as well as tactical holdings in derivatives and exchange-traded funds. The fund is actively managed to adapt to evolving market conditions, aiming to capture opportunities worldwide while managing risk through broad diversification. Columbia Global Opportunities Fund Class A typically appeals to investors seeking a global allocation strategy that blends growth and income potential. Notably, its flexible approach allows for swift shifts between asset classes in response to changing economic landscapes, supporting its role as a core holding for global asset allocation within diversified portfolios. The fund’s significant turnover highlights its tactical approach, and investors should consider the fund’s relatively high expense ratio versus peers within the global allocation category.

Fund Family Columbia Threadneedle
Category Alt Global Macro
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol IMRFX
Share Class Class A
Index Index is not available on Lipper Database

Performance

IMRFX had a total return of 16.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.63%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
CSAZXInstitutional Class0.97%

Top 10 Holdings

65.94% of assets
NameSymbolWeight
FCHFUSD20260212BCAP Purchasedn/a25.84%
Columbia Short-Term Cashn/a18.29%
Bbg Ig Credit Fut Mar 26n/a3.73%
ICE: (ITRAXX.EUR.44.V1)n/a3.51%
Columbia High Yield Bond Inst3n/a2.84%
5 Year Treasury Note Future Mar 26n/a2.57%
iShares JP Morgan USD Emerging Markets Bond ETFEMB2.45%
NVIDIA CorporationNVDA2.33%
Bb Euro Corp Sri Mar 26n/a2.27%
Microsoft CorporationMSFT2.11%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 17, 2025$2.36979Dec 17, 2025
Dec 18, 2024$0.0631Dec 18, 2024
Dec 19, 2022$0.75098Dec 19, 2022
Dec 20, 2021$1.21202Dec 20, 2021
Dec 17, 2020$0.33203Dec 17, 2020
Dec 18, 2019$0.2527Dec 18, 2019
Full Dividend History