Columbia Global Opportunities Fund (IMRFX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IMRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IMRFX
IMRFX charges 1.15% annually. There are 56 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | IMRFX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | IMRFX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | IMRFX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | IMRFX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | IMRFX vs JNSMX |
Best Risk-Adjusted Alternatives to IMRFX
IMRFX has a PortfoliosLab risk / return rank of 44. There are 62 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | IMRFX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | IMRFX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | IMRFX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | IMRFX vs GBMFX | |
| SA Worldwide Moderate Growth Fund | 93 | — | Jun 2015 | IMRFX vs SAWMX |
Top Performing IMRFX Alternatives (YTD)
IMRFX is at 6.41% YTD. There are 56 mutual funds in the Global Allocation category with higher YTD returns, going as high as 26.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 26.70% | — | Oct 2005 | IMRFX vs CGO | |
| Calamos Global Dynamic Income Fund | 25.10% | — | Jun 2007 | IMRFX vs CHW | |
| Calamos Global Opportunities Fund | 18.19% | — | Sep 1996 | IMRFX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 17.44% | — | Dec 2002 | IMRFX vs TIBAX | |
| Allspring Absolute Return Fund | 15.15% | — | Feb 2012 | IMRFX vs WARAX |
Lowest Volatility Alternatives to IMRFX
IMRFX has 9.87% 1-year volatility. There are 52 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | IMRFX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.45% | — | Dec 2017 | IMRFX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.69% | — | Mar 2011 | IMRFX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.92% | — | Sep 2011 | IMRFX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.92% | — | Dec 2011 | IMRFX vs PMFYX |
Lowest Drawdown Alternatives to IMRFX
IMRFX has a 1-year max drawdown of -8.07%. There are 53 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | IMRFX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | IMRFX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | IMRFX vs PFADX | |
| Allspring Absolute Return Fund | -3.81% | — | Feb 2012 | IMRFX vs WARAX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | IMRFX vs PMFYX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 59.22% | — | Jun 1983 | IMRFX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | IMRFX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | IMRFX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | IMRFX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | IMRFX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | IMRFX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 79 | 31.20% | — | Nov 2000 | IMRFX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 47 | 8.24% | — | Dec 1992 | IMRFX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 5.48% | — | Sep 1991 | IMRFX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 26 | 1.13% | — | Mar 2008 | IMRFX vs COSZX |
Often Compared With IMRFX
Investors most often compare IMRFX with FLN, VFIFX, DPREX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Trust Latin America AlphaDEX Fund | Latin America Equities | 49 | 10.73% | 34.95M | Apr 2011 | IMRFX vs FLN | |
| Vanguard Target Retirement 2050 Fund | Target Retirement Date, Diversified Portfolio | 71 | 11.34% | 108.60B | Jun 2006 | IMRFX vs VFIFX | |
| Delaware Global Listed Real Assets Fund | Global Allocation | 69 | 6.57% | — | Dec 1995 | IMRFX vs DPREX | |
| Lazard Real Assets Portfolio | Global Allocation | 59 | 10.21% | — | Dec 2016 | IMRFX vs RALIX | |
| Wilmington Real Asset Fund | Global Allocation | 49 | 11.89% | — | Jun 2003 | IMRFX vs WMRIX | |
| Principal Diversified Real Asset Fund | Global Allocation | 58 | 10.40% | — | Mar 2010 | IMRFX vs PDRDX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 26 | 10.45% | — | Jan 2012 | IMRFX vs RAPZX | |
| Hartford Real Asset Fund | Global Allocation | 88 | 9.85% | — | May 2010 | IMRFX vs HRLYX | |
| MH Elite Income Fund of Funds | Global Allocation | 30 | 2.09% | — | Aug 2011 | IMRFX vs MHEIX |
Compare IMRFX with Any Fund or Stock
Compare IMRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IMRFX with funds that move differently
Columbia Global Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IMRFX.
Explore IMRFX Diversifiers