Columbia Diversified Financials
| CDEYX Fund | USD 16.85 0.23 1.38% |
Columbia |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Columbia Diversified Fund Summary
Columbia Diversified competes with Morningstar Municipal, Bbh Intermediate, T Rowe, California Municipal, and Us Government. The funds assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80 percent of its net assets in common and preferred stocks of large capitalization companies. The fund may invest up to 25 percent of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and health care sectors.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Columbia Diversified Key Financial Ratios
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Diversified's current stock value. Our valuation model uses many indicators to compare Columbia Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Diversified competition to find correlations between indicators driving Columbia Diversified's intrinsic value. More Info.Columbia Diversified Equity is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Diversified Equity is roughly 8.98 . 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 Diversified's earnings, one of the primary drivers of an investment's value.Columbia Diversified Systematic Risk
Columbia Diversified's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Diversified volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Columbia Diversified correlated with the market. If Beta is less than 0 Columbia Diversified generally moves in the opposite direction as compared to the market. If Columbia Diversified Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Diversified is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Diversified is generally in the same direction as the market. If Beta > 1 Columbia Diversified moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Diversified Thematic Clasifications
Columbia Diversified Equity is part of several thematic ideas from Conservative Funds to Small Blend Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasColumbia Diversified Equity is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 20.03 Billion. Columbia Diversified retains roughly 2.16 Billion in net asset claiming about 11% of funds under Large Value category.Columbia Diversified March 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Diversified help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Diversified Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Diversified Equity based on widely used predictive technical indicators. In general, we focus on analyzing Columbia Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Columbia Diversified's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9311 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.46 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 1.35 |
Other Information on Investing in Columbia Mutual Fund
Columbia Diversified 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 Diversified security.
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