Columbia Global Opportunities Fund Class A (IMRFX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
13.51
+0.16 (1.20%)
Apr 24, 2025, 1:15 PM EDT
6.88% (1Y)
| Fund Assets | 358.08M |
| Expense Ratio | 1.22% |
| Min. Investment | $2,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.06 |
| Dividend Yield | 0.44% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 18, 2024 |
| Previous Close | 13.35 |
| YTD Return | 0.07% |
| 1-Year Return | 7.38% |
| 5-Year Return | 23.59% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 432 |
| Inception Date | Jan 23, 1985 |
About IMRFX
The Columbia Global Opportunities Fund Class A (IMRFX) seeks to provide shareholders maximum total return through a combination of growth and current income. IMRFX has investment flexibility that is intended to enable the Fund to invest in different asset classes or market exposures in response to changing market, economic or other conditions or developments.
Fund Family Columbia Class A
Category World Allocation
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 7.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.39%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| CSAZX | Institutional Class | 0.97% |
Top 10 Holdings
72.42% of assets| Name | Symbol | Weight |
|---|---|---|
| Cash Offset | n/a | 32.79% |
| Columbia Short-Term Cash | n/a | 15.52% |
| 10 Year Japanese Government Bond Future June 25 | n/a | 3.63% |
| 30 Day Interbank Cash Rate Future Apr 25 | n/a | 3.53% |
| ICE: (ITRAXX.EUR.43.V1) | n/a | 3.44% |
| iShares JP Morgan USD Emerging Markets Bond ETF | EMB | 2.83% |
| Columbia High Yield Bond Fund Institutional 3 Class | CHYYX | 2.82% |
| iShares iBoxx $ High Yield Corporate Bond ETF | HYG | 2.80% |
| ICE: (CDX.NA.IG.44.V1) | n/a | 2.56% |
| 10 Year Australian Treasury Bond Future June 25 | n/a | 2.50% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 18, 2024 | $0.0631 | Dec 18, 2024 |
| Dec 19, 2022 | $0.75098 | Dec 19, 2022 |
| Dec 20, 2021 | $1.21202 | Dec 20, 2021 |
| Dec 17, 2020 | $0.33203 | Dec 17, 2020 |
| Dec 18, 2019 | $0.2527 | Dec 18, 2019 |
| Dec 18, 2018 | $0.045 | Dec 18, 2018 |