IMRFX : Columbia Global Opportunities Fund Class A

IMRFX is a Allocation Market Total World with MODERATE fees.

IMRFX

Columbia Global Opportunities Fund Class A

FI Score

43 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

43% FI Score
  • imrfx
  • Mutual Fund
  • Allocation
  • Total World

Columbia Global Opportunities Fund Class A

Expenses: 1.13% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
8.00% 5 Year Treasury Note Future June 20
5.13% 10 Year Japanese Government Bond Future June 20
4.68% 10 Year Treasury Note Future June 20
4.20% 10 Year Australian Treasury Bond Future June 20
3.27% Ultra US Treasury Bond Future June 20
2.42% 10 Year Government of Canada Bond Future June 20
2.35% Long Gilt Future June 20
2.35% Microsoft Corp
1.76% Amazon.com Inc
1.62% Alphabet Inc Class C
1.39% Apple Inc
1.15% Tencent Holdings Ltd
1.07% FTSE MIB Index Future June 20
1.04% Federal National Mortgage Association 5%
1.02% Indonesia (Republic of) 7%
0.99% Johnson & Johnson
0.87% Broadcom Inc

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