Columbia Global Financials
| CONIX Fund | USD 10.72 0.11 1.02% |
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 Global Fund Summary
Columbia Global competes with Access Flex, Alpine High, Transamerica High, Aqr Risk-balanced, and Siit High. Under normal circumstances, the Portfolio invests at least 80 percent of its assets in convertible securities that are economically tied to the U.S. The Portfolio may invest up to 20 percent of its assets in securities and other assets which need not be convertible securities and need not be economically tied to the U.S., including securities of emerging markets issuers.Specialization | Convertibles, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Lazard |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
COLUMBIA Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Global's current stock value. Our valuation model uses many indicators to compare Columbia Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Global competition to find correlations between indicators driving Columbia Global's intrinsic value. More Info.Columbia Global Technology is the top fund in annual yield among similar funds. It also is the top fund in net asset among similar funds making up about 566,346,455 of Net Asset 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 Global's earnings, one of the primary drivers of an investment's value.Columbia Global Tech Systematic Risk
Columbia Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Global 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 Global Tech correlated with the market. If Beta is less than 0 Columbia Global generally moves in the opposite direction as compared to the market. If Columbia Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Global Tech is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Global is generally in the same direction as the market. If Beta > 1 Columbia Global moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Global Thematic Clasifications
Columbia Global Technology is part of Tech Funds investing theme. 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. Funds investing in technology. Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services
This theme covers Funds investing in technology. Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services. Get More Thematic Ideas
Columbia Global Technology is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Convertibles category is currently estimated at about 11.74 Billion. Columbia Global adds roughly 12.46 Million in net asset claiming only tiny portion of funds in Convertibles category.| Tech Funds | View |
Columbia Global March 25, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Global Technology. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Global Technology 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 Global's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 3.04 | |||
| Value At Risk | (1.47) | |||
| Potential Upside | 1.18 |
Other Information on Investing in COLUMBIA Mutual Fund
Columbia Global 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 Global security.
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