Columbia Marsico Financial Statements From 2010 to 2024
| CMRCX Fund | USD 10.07 0.03 0.30% |
Check Columbia Marsico financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Columbia Marsico's main balance sheet or income statement drivers, such as , as well as many indicators such as . Columbia financial statements analysis is a perfect complement when working with Columbia Marsico Valuation or Volatility modules.
Columbia |
Columbia Marsico Growth Mutual Fund Three Year Return Analysis
Columbia Marsico's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Marsico Three Year Return | (1.85) % |
Most of Columbia Marsico's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Marsico Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Columbia Marsico Growth has a Three Year Return of -1.85%. This is much lower than that of the Calamos family and significantly lower than that of the Event Driven category. The three year return for all United States funds is notably higher than that of the company.
Columbia Marsico Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Marsico's current stock value. Our valuation model uses many indicators to compare Columbia Marsico value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Marsico competition to find correlations between indicators driving Columbia Marsico's intrinsic value. More Info.Columbia Marsico Growth is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,665 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Marsico's earnings, one of the primary drivers of an investment's value.About Columbia Marsico Financial Statements
Columbia Marsico investors use historical fundamental indicators, such as Columbia Marsico's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Columbia Marsico. Please read more on our technical analysis and fundamental analysis pages.
The manager utilizes an actively managed merger arbitrage strategy by establishing long and short positions in the securities of companies that are involved in significant corporate events or transactions. Under normal market conditions, it will invest at least 80 percent of its net assets in common stock, convertibles, SPACs, preferred stock, corporate bonds, warrants and options of U.S. and non-U.S. companies which are involved, or which the advisor believes will be involved, in a variety of significant corporate events including, but not limited to merger-arbitrage investments. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Columbia Mutual Fund
Columbia Marsico financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Marsico security.
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