Columbia Marsico Financials
| CMRCX Fund | USD 10.07 0.03 0.30% |
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 Marsico Fund Summary
Columbia Marsico competes with Vanguard Institutional, Ab Select, Old Westbury, Limited Term, and Touchstone Ultra. 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.Specialization | Event Driven, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Calamos |
| Mutual Fund Category | Event Driven |
| 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 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.Columbia Marsico Growth Systematic Risk
Columbia Marsico's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Marsico 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-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Columbia Marsico Growth correlated with the market. If Beta is less than 0 Columbia Marsico generally moves in the opposite direction as compared to the market. If Columbia Marsico Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Marsico Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Marsico is generally in the same direction as the market. If Beta > 1 Columbia Marsico moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Marsico December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Marsico help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Marsico Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Marsico 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 Marsico's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7142 | |||
| Information Ratio | (0.24) | |||
| Maximum Drawdown | 3.56 | |||
| Value At Risk | (0.50) | |||
| Potential Upside | 0.6061 |
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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