Expense Ratio History

IMRFX expense ratio history

Columbia Global Opportunities Fund, Columbia Global Opportunities Fund Class A

Fund company
Columbia Threadneedle
Type
Mutual fund

1.22%

In basis points
122 basis points
Yearly cost per $10,000
$122
Prospectus dated
1 December 2025, filed with the SEC; rounded to 0.01%
Last change
Raised from 1.17% on 1 December 2023

Fee over time

IMRFX expense ratio: 1.22% until 27 Jan 2012, then 1.26%; 1.26% until 1 Dec 2013, then 1.22%; 1.22% until 1 Dec 2014, then 1.19%; 1.19% until 1 Dec 2015, then 1.17%; 1.17% until 1 Dec 2016, then 1.21%; 1.21% until 1 Nov 2017, then 1.20%; 1.20% until 1 Dec 2018, then 1.18%; 1.18% until 1 Dec 2019, then 1.17%; 1.17% until 1 Dec 2023, then 1.22%; read at 1.22% on 1 Dec 2025.0.00%0.50%1.00%1.50%2.00%Feb 2011Aug 2013Feb 2016Aug 2018Feb 2021Aug 20231.22% before1.22% from 1 Dec 2023
IMRFX expense ratio: 1.22% until 27 Jan 2012, then 1.26%; 1.26% until 1 Dec 2013, then 1.22%; 1.22% until 1 Dec 2014, then 1.19%; 1.19% until 1 Dec 2015, then 1.17%; 1.17% until 1 Dec 2016, then 1.21%; 1.21% until 1 Nov 2017, then 1.20%; 1.20% until 1 Dec 2018, then 1.18%; 1.18% until 1 Dec 2019, then 1.17%; 1.17% until 1 Dec 2023, then 1.22%; read at 1.22% on 1 Dec 2025.0.00%0.50%1.00%1.50%2.00%Feb 2011Feb 2016Feb 20211.22% before1.22% from 1 Dec 2023
Solid line: the fee in effect after each recorded change. Dashed: the fee before it. Dots: prospectuses filed with the SEC and dates we read the fee from a source.

Share classes

The same fund is sold as 6 share classes, each with its own fee. Figures are from each class's latest prospectus in SEC filings, rounded to 0.01%.

TickerShare classFeeAfter waiversProspectus dated
IMRFX (this page) Columbia Global Opportunities Fund Class A 1.22% — 1 Dec 2025
CSAZX Columbia Global Opportunities Fund Institutional Class 0.97% — 1 Dec 2025
— — 0.97% 0.96% 1 Dec 2023
— — 0.92% — 1 Dec 2023
— — 1.18% — 1 Dec 2018
— — 0.88% 0.87% 1 Dec 2023

Every figure we've recorded

DateFeeWhat happened
1 Dec 2025 1.22% In the prospectusTotal annual fund operating expenses in the prospectus dated 2025-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2024 1.22% In the prospectusTotal annual fund operating expenses in the prospectus dated 2024-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2023 1.22% In the prospectusTotal annual fund operating expenses in the prospectus dated 2023-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2023 1.22% Raised from 1.17% to 1.22%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2023-11-21
1 Dec 2022 1.17% In the prospectusTotal annual fund operating expenses in the prospectus dated 2022-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2021 1.17% In the prospectusTotal annual fund operating expenses in the prospectus dated 2021-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2020 1.17% In the prospectusTotal annual fund operating expenses in the prospectus dated 2020-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2019 1.17% In the prospectusTotal annual fund operating expenses in the prospectus dated 2019-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2019 1.17% Cut from 1.18% to 1.17%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2019-12-11
1 Dec 2018 1.18% In the prospectusTotal annual fund operating expenses in the prospectus dated 2018-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2018 1.18% Cut from 1.20% to 1.18%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2018-12-17
1 Nov 2017 1.20% In the prospectusTotal annual fund operating expenses in the prospectus dated 2017-11-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Nov 2017 1.20% Cut from 1.21% to 1.20%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2017-11-16
1 Dec 2016 1.21% In the prospectusTotal annual fund operating expenses in the prospectus dated 2016-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2016 1.21% Raised from 1.17% to 1.21%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2016-12-08
1 Dec 2015 1.17% In the prospectusTotal annual fund operating expenses in the prospectus dated 2015-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2015 1.17% Cut from 1.19% to 1.17%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2015-12-10
1 Dec 2014 1.19% In the prospectusTotal annual fund operating expenses in the prospectus dated 2014-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2014 1.19% Cut from 1.22% to 1.19%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2014-12-17
1 Dec 2013 1.22% In the prospectusTotal annual fund operating expenses in the prospectus dated 2013-12-01 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
1 Dec 2013 1.22% Cut from 1.26% to 1.22%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2013-12-18
8 Nov 2012 1.26% In the prospectusTotal annual fund operating expenses in the prospectus dated 2012-11-08 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
27 Jan 2012 1.26% In the prospectusTotal annual fund operating expenses in the prospectus dated 2012-01-27 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497
27 Jan 2012 1.26% Raised from 1.22% to 1.26%Prospectus date; the new figure appears in this filingSource: Prospectus (form 497) filed with the SEC on 2012-06-20
18 Feb 2011 1.22% In the prospectusTotal annual fund operating expenses in the prospectus dated 2011-02-18 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497

What this fee costs

Change the amount, years or return. The estimate keeps the fee at 1.22% and the return steady each year, the same assumptions as the cost example in a fund's prospectus.

$1,484 in fees over 10 years

After fees, $10,000 grows to $14,450.

Fees paid on $10,000 at 5% a year
AfterFees paid
1 year$125
3 years$389
5 years$674
10 years$1,484

How we read this figure

The figure is the total annual fund operating expenses line of the fee table in the fund's prospectus, as tagged in the fund company's filing with the SEC. The SEC publishes these figures rounded to four decimal places, so 0.015% appears as 0.02%. The fund company's own page may show a more precise number.

SEC filings give 16 prospectuses for this share class since 2011. Each one is listed above with a link to the filing.

How we read fees

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