Columbia Disciplined Financials
| CGQYX Fund | USD 10.37 0.26 2.57% |
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 Disciplined Fund Summary
Columbia Disciplined competes with Neuberger Berman, Janus Global, Global Real, Voya Real, and Nexpoint Real. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies with market capitalizations greater than 5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000 Growth Index at the time of purchase. Columbia Disciplined is traded on NASDAQ Exchange in the United States.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Disciplined's current stock value. Our valuation model uses many indicators to compare Columbia Disciplined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Disciplined competition to find correlations between indicators driving Columbia Disciplined's intrinsic value. More Info.Columbia Disciplined Growth is third largest fund in year to date return among similar funds. It is the top fund in one year return among similar funds reporting about 32.52 of One Year Return per Year To Date Return. 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 Disciplined's earnings, one of the primary drivers of an investment's value.Columbia Disciplined Systematic Risk
Columbia Disciplined's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Disciplined 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Columbia Disciplined correlated with the market. If Beta is less than 0 Columbia Disciplined generally moves in the opposite direction as compared to the market. If Columbia Disciplined Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Disciplined is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Disciplined is generally in the same direction as the market. If Beta > 1 Columbia Disciplined moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Disciplined March 17, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Disciplined help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Disciplined Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Disciplined Growth 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 Disciplined's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 6.24 | |||
| Value At Risk | (2.79) | |||
| Potential Upside | 1.58 |
Other Information on Investing in Columbia Mutual Fund
Columbia Disciplined 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 Disciplined security.
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