IMRFX:NASDAQ
Columbia Global Opportunities Fund Class A – IMRFX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 13.25 | -0.25 (-1.85%) | 12.45 - 14.06 | 0.0 |
Market data as of 12:00AM 04/03/25. Quotes are delayed by at least 15 min.
Overview - IMRFX
The investment seeks maximum total return.
The fund's assets may be allocated to equity, debt/fixed income and money market instruments, and investments that provide exposure to commodities markets, including the Columbia Commodity Strategy Fund. The fund's equity security investments include: emerging market equities, international developed market equities, and U.S. equities. The fund's debt/fixed income security investments include: U.S. investment-grade bonds, international bonds, emerging market bonds, U.S. high yield (junk) bonds, convertible bonds, mortgage- and other asset-backed securities, and short-term money market instruments.
Growth of $10,000 (10 Years)
| Total Return | 7.69% |
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| Yield (Trailing 12 Mo.) | 0.47% |
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| Expense Ratio | 1.22% |
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| Front Load | 5.75% |
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| Deferred Load | None |
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| Minimum Investment | $2,000 |
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| Management Tenure | 8 Years |
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| Fund Inception | 01/23/1985 |
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Trailing Total Returns - IMRFX
as of 03/31/2025
| Timeframe | IMRFX | S&P 500 | Global Allocation |
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| 1 Month | -2.26% | -5.63% | -1.03% |
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| 3 Month | -0.74% | -4.27% | 2.12% |
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| Year-to-Date | -0.74% | -4.27% | 2.12% |
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| 1 Year | 3.56% | 8.25% | 5.31% |
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| 3 Year | 0.52% | 9.06% | 3.49% |
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| 5 Year | 5.15% | 18.59% | 9.33% |
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| 10 Year | 3.83% | 12.50% | 4.61% |
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| Since Inception | 7.69% | 10.98% | -- |
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Sector Allocation - IMRFX
as of 03/31/2025
| Basic Materials | | 2.14% |
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| Consumer Cyclical | | 11.77% |
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| Financial Services | | 17.59% |
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| Real Estate | | 3.05% |
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| Consumer Defensive | | 5.25% |
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| Healthcare | | 9.34% |
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| Utilities | | 2.45% |
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| Communication Services | | 7.56% |
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| Energy | | 5.88% |
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| Industrials | | 11.33% |
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| Technology | | 23.64% |
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Asset Allocation - IMRFX
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 8.53 | | | 42.02 | 33.48 |
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| Bond | 0.00 | | | 19.75 | 19.75 |
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| Other | 0.00 | | | 0.00 | 0.00 |
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| Foreign Stock | 6.92 | | | 30.36 | 23.45 |
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| Foreign Bond | 0.36 | | | 23.58 | 23.22 |
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| Total | 15.81 | | | 115.71 | 99.90 |
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| Cash | 53.20 | | | 53.26 | 0.06 |
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| Total Net Assets | $300.67M |
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| Total Stock Holdings | 299 |
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| Total Bond Holdings | 54 |
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Bond Credit Quality - IMRFX
as of 03/31/2025
| AAA | | 70.85% |
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| AA | | 8.21% |
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| A | | 12.56% |
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| BBB | | 6.26% |
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| BB | | 0.00% |
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| B | | 0.00% |
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| Below B | | 0.00% |
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| Not Rated | | 2.12% |
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Top Ten Holdings - IMRFX
as of 03/31/2025
| Company | YTD Return | % of Assets |
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| Columbia Short-Term Cash | -- | 13.35% |
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| Dax Future Mar 25 | -- | 5.40% |
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| IBEX 35 Index Future Mar 25 | -- | 5.34% |
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| 10 Year Japanese Government Bond Future Mar 25 | -- | 3.54% |
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| MSCI Emerging Markets Index Future Mar 25 | -- | 3.54% |
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| EMB | -- | 2.79% |
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| CHYYX | -- | 2.76% |
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| HYG | -- | 2.76% |
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| E-mini S&P 500 Future Mar 25 | -- | 2.75% |
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| 10 Year Australian Treasury Bond Future Mar 25 | -- | 2.42% |
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Valuation & Growth - IMRFX
as of 03/31/2025
| Valuation | IMRFX | Category Range |
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| Price/Earnings | 20.63 | |
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| Price/Book | 2.74 | |
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| Price/Sales | 2.00 | |
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| Price/Cash Flow | 10.84 | |
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| Dividend Yield | 2.04 | |
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| LT Earnings | 10.96 | |
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| Historical Earnings | 17.03 | |
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| Sales Growth | 6.74 | |
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| Cash-Flow Growth | 9.74 | |
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| Book-Value Growth | 7.94 | |
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