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Morningstar

Columbia Global Opportunities A IMRFX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 13.29  /  +0.68 %
  • Total Assets 326.7 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield —
  • Turnover 115%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis IMRFX

Will IMRFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IMRFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IMRFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IMRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Columbia Global Opportunities A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IMRFX

More IMRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

18.46 61.7 Mil
Cash and Equivalents

Cash Offset

11.87 39.7 Mil
—

TOPIX Index Future Sept14

4.24 14.2 Mil
—

Euro Stoxx 50 Future Sept 24

4.24 14.1 Mil
—

ICE: (ITRAXX.EUR.41.V1)

3.12 10.4 Mil
Derivative

Microsoft Corp

2.93 9.8 Mil
Technology

iShares JP Morgan USD Em Mkts Bd ETF

2.53 8.4 Mil
—

iShares iBoxx $ High Yield Corp Bd ETF

2.50 8.4 Mil
—

NVIDIA Corp

2.48 8.3 Mil
Technology

Columbia High Yield Bond Inst3

2.45 8.2 Mil
—