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Morningstar

Columbia Global Opportunities A IMRFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.93  /  1.00 %
  • Total Assets 382.0 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 0.00
  • Turnover 98%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

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.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Columbia Global Opportunities A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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