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Columbia Global Opportunities A (IMRFX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Global Opportunities A (IMRFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Columbia Global Opportunities A Fund (IMRFX) ManagerFund Manager - Jeffrey L. Knight

Fund Manager Information

Fund Manager Tenure: 6.6 years
Similar Funds: IMRBX 
Fund Family: Columbia
Fund Category: World Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Columbia Global Opportunities A Fund (IMRFX) ProfileColumbia Global Opportunities A Fund (IMRFX) Profile

Fund Profile and Description

Columbia Global Opportunities A Fund seeks to maximum total return through a combination of growth of capital and current income. Columbia Global Opportunities A Fund primarily allocates its assets among nine investment categories. The fixed income investment categories include: U.S. investment grade bonds, international bonds, emerging market bonds, U.S. high yield bonds and cash or cash equivalents. The equity investment categories currently include: emerging markets equities, international developed market equities, U.S. mid and small cap equities and U.S. large cap equities. It may invest up to 50% of net assets in foreign investment, including emerging market, and up to 15% of total assets in junk bonds.

 

Columbia Global Opportunities A (IMRFX) Fund Strength What we like about Columbia Global Opportunities A (IMRFX) Fund

Data for Columbia Global Opportunities A Fund (IMRFX) as of May 30, 2016

  • Columbia Global Opportunities A Fund (IMRFX) management has been with Columbia Global Opportunities A Fund for 6.6 years
  • Columbia Global Opportunities A Fund (IMRFX) has good short-term performance (1-year return -0.93% vs -4.40% World Allocation category median performance)
  • Columbia Global Opportunities A Fund (IMRFX) has good mid-term performance (3-year return 3.30% vs 2.81% World Allocation category median performance)
  • Columbia Global Opportunities A Fund (IMRFX) has good Long-term performance (5-year return 4.60% vs 3.40% World Allocation category median performance)
  • Columbia Global Opportunities A Fund (IMRFX) ratio of up-years vs down years is greater than 2
  • Columbia Global Opportunities A Fund (IMRFX) has an annual stock turnover rate of 104.00% vs World Allocation average of 877.79%. It is good that Columbia Global Opportunities A management does not trade extensively for its return.
  • Columbia Global Opportunities A Fund (IMRFX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.42, lower than category average of 8.6

Columbia Global Opportunities A Fund (IMRFX) Weakness What we are cautious about Columbia Global Opportunities A (IMRFX) Fund

Data for Columbia Global Opportunities A Fund (IMRFX) as of May 30, 2016

  • Columbia Global Opportunities A Fund (IMRFX) has a Morningstar rating of 3 and below
  • Columbia Global Opportunities A Fund (IMRFX) has a higher expense ratio of 1.15% than its World Allocation average of 1.07%
  • Columbia Global Opportunities A Fund (IMRFX) carries a 5.75% load
See Columbia Global Opportunities A Fund (IMRFX) performance details as of May 30, 2016

 

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Compare Columbia Global Opportunities A Fund (IMRFX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Global Opportunities A3.43-0.933.304.60
AllianzGI Global Allocation D (AGADX)0.03-1.664.974.93Compare
American Funds Capital Income Bldr R6 (RIRGX)5.20-0.755.706.38Compare
Fidelity Global Balanced (FGBLX)2.86-0.813.893.85Compare

See top fund managers for World Allocation Category Funds

 

Compare Columbia Global Opportunities A Fund (IMRFX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)0.72%-3.36%-1.46%

 

Graph of Columbia Global Opportunities A Fund (IMRFX) Net Asset TrackingColumbia Global Opportunities A (IMRFX) Fund Net Asset

Track net asset change of Columbia Global Opportunities A fund (IMRFX)

DateNet Asset
05/2016$638.21M
03/2016$647.92M
02/2016$622.06M
More historic net asset information on Columbia Global Opportunities A Fund (IMRFX)

  

Graph of Columbia Global Opportunities A Fund (IMRFX) Portfolio TrackingColumbia Global Opportunities A (IMRFX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Global Opportunities A fund (IMRFX)

DateCashStockBondOther
04/20169.56%47.13%42.27%0.7%
02/201612.52%48.42%37.76%1.01%
01/201615.55%49.19%32.08%0.74%
Click here to see more historic asset allocation information on Columbia Global Opportunities A Fund (IMRFX)

 

graph of Columbia Global Opportunities A Fund (IMRFX) Top 10 Position TrackingTop 10 Holdings in Columbia Global Opportunities A (IMRFX) Fund

Discover what Columbia Global Opportunities A Fund (IMRFX) manager is buying

Apr 29, 2016
Columbia Mortgage Opportunities I [4.52%]
Columbia Diversified Absolute Return I [1.93%]
iShares MSCI Canada [1.61%]
Govt Natl Mtg Asso 3.5% [1.58%]
FNMA 3.5% [1.51%]
Japan(Govt Of) 1.7% [1.48%]
FNMA [1.19%]
New Zealand(Govt) 2% [1.1%]
Italy(Rep Of) 2.58796% [1.04%]
US Treasury Note [1.03%]

Feb 28, 2016
Columbia Mortgage Opportunities I [4.68%]
Columbia Diversified Absolute Return I [2.09%]
Ginnie Mae Jumbos TBA 3.5% 2046-03-01 [1.71%]
iShares MSCI Canada [1.48%]
Japan(Govt Of) 1.7% [1.34%]
Italy(Rep Of) 2.58796% [1.07%]
New Zealand(Govt) 2% [1.05%]
US Treasury Note [0.97%]
US Treasury TIP [0.95%]

Jan 30, 2016
Columbia Mortgage Opportunities I [4.56%]
Columbia Diversified Absolute Return I [1.99%]
Ginnie Mae Jumbos TBA 3.5% 2046-02-01 [1.64%]
iShares MSCI Canada [1.37%]
US Treasury TIP [1.11%]
Microsoft Corporation [0.96%]
Italy(Rep Of) 2.58796% [0.86%]
Msci Acwi [0.74%]
Exxon Mobil Corporation Common [0.73%]
Click here for Stock Holding Change Map in Columbia Global Opportunities A Fund (IMRFX)

  

Latest News on Columbia Global Opportunities A (IMRFX) Fund

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