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IMRBX:NASDAQ

Columbia Global Opportunities Fund Class B – IMRBX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.84-0.02 (-0.18%)9.39 - 10.980.0

Market data as of 6:05PM 05/24/13. Quotes are delayed by at least 15 min.

Overview - IMRBX

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. Its equity security investments include: emerging market equities, international developed market equities, and U.S. large-, mid- and small-cap 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.

Growth of $10,000 (10 Years)

Total Return5.38%
Yield (Trailing 12 Mo.)1.51%
Expense Ratio2.01%
Front LoadNone
Deferred Load5.00%
Minimum Investment$2,000
Management Tenure3 Years
Fund Inception03/20/1995

Trailing Total Returns - IMRBX

as of 04/30/2013
TimeframeIMRBXS&P 500Aggressive Allocation
1 Month0.84%1.93%1.68%
3 Month2.46%7.18%4.46%
Year-to-Date6.29%12.74%8.62%
1 Year9.55%16.89%12.74%
3 Year7.62%12.80%8.55%
5 Year2.35%5.21%3.47%
10 Year6.30%7.88%7.22%
Since Inception5.38%10.38%--

Sector Allocation - IMRBX

as of 04/30/2013
Basic Materials
 
5.40%
Consumer Cyclical
 
11.96%
Financial Services
 
16.96%
Real Estate
 
3.64%
Consumer Defensive
 
9.11%
Healthcare
 
11.78%
Utilities
 
4.39%
Communication Services
 
2.11%
Energy
 
9.08%
Industrials
 
11.85%
Technology
 
13.72%

Asset Allocation - IMRBX

as of 04/30/2013
By PercentShort0%LongNet
Stock2.92
 
 
45.5642.65
Bond0.00
 
 
12.2012.20
Other2.19
 
 
9.457.26
Foreign Stock0.67
 
 
19.9919.32
Foreign Bond1.33
 
 
10.399.06
Total7.1197.5990.49
Cash4.70
 
 
11.046.33
Total Net Assets$875.17M
Total Stock Holdings369
Total Bond Holdings563

Top Ten Holdings - IMRBX

as of 04/30/2013
CompanyYTD Return% of Assets
CCIYX--4.95%
CDVIX--3.99%
CEF-20.54%3.27%
Dec 03 S&P 500 Emini Future--2.95%
JNJ21.03%1.23%
Can 10yr Bond Fut Jun13--1.20%
MO16.92%1.12%
RFRIX--1.04%
NWSA22.36%1.00%
EMC-11.23%0.99%

Valuation & Growth - IMRBX

as of 04/30/2013
ValuationIMRBXCategory Range
Price/Earnings15.14
Price/Book2.10
Price/Sales1.22
Price/Cash Flow9.13
Dividend Yield2.3
LT Earnings10.78
Historical Earnings20.49
Sales Growth1.39
Cash-Flow Growth9.12
Book-Value Growth6.97
Key:  Lo 
 Hi

Morningstar Summary - IMRBX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskLow
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - IMRBX, 3 Year Avg

Pretax Return7.62%
Tax-adjusted Return6.05%
Tax Cost Ratio0.65%
Potential Cap Gains-23.55%

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