IMRFX Rating, Research - Columbia Strategic Allocation A

Columbia Strategic Allocation A (imrfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 70

Threats + Weaknesses = 60

When strengths & opportunities substantially exceed threats & weaknesses an investment in the imrfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Strategic Allocation A (IMRFX) Description: IMRFX is a mutual fund, which is an investment that owns a basket of assets. The IMRFX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a short management tenure and is in the large fund size classification. IMRFXs minimum initial investment amount is $2000 while the IRA minimum is $1000. IMRFXs expense ratio is roughly 1%. The latest IMRFXs front end load was 6% and the back end load was 0%. The Columbia Strategic Allocation A (IMRFX) mutual fund falls under the aggressive allocation category. IMRFX focuses its investments in USA and IMRFX is not affiliated with a particular industry or fund sector. The Columbia Strategic Allocation A (IMRFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IMRFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IMRFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update


Management Analysis Update

Performance Analysis Update