Columbia Global Opportunities Fund Quote
| IMRFX Fund | USD 13.92 0.01 0.07% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Columbia Global is trading at 13.92 as of the 3rd of December 2024; that is 0.07% up since the beginning of the trading day. The fund's open price was 13.91. Columbia Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Columbia Global Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of November 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The funds assets may be allocated to equity, debtfixed income and money market instruments, and investments that provide exposure to commodities markets, including the Columbia Commodity Strategy Fund. The funds equity security investments include emerging market equities, international developed market equities, and U.S. More on Columbia Global Opportunities
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Blend Funds, World Allocation Funds, World Allocation, Columbia Threadneedle (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Columbia Global Opportunities [IMRFX] is traded in USA and was established 3rd of December 2024. Columbia Global is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Columbia Threadneedle family. This fund currently has accumulated 358.08 M in assets under management (AUM) with no minimum investment requirementsColumbia Global Oppo is currently producing year-to-date (YTD) return of 10.3%, while the total return for the last 3 years was -0.4%.
Check Columbia Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Global Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Global Opportunities Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CCFYX | Columbia Modity Strategy | Mutual Fund | Commodities Broad Basket | |
| EWC | iShares MSCI Canada | Etf | Miscellaneous Region | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| CMOYX | Columbia Mortgage Opportunities | Mutual Fund | Nontraditional Bond |
Columbia Global Oppo Risk Profiles
| Mean Deviation | 0.3898 | |||
| Semi Deviation | 0.5014 | |||
| Standard Deviation | 0.4968 | |||
| Variance | 0.2469 |
Columbia Global Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Global financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Global security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |