Columbia Convertible Financials
| CSFYX Fund | USD 23.31 0.10 0.43% |
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 Convertible Fund Summary
Columbia Convertible competes with Franklin Convertible, Franklin Convertible, Franklin Convertible, Allianzgi Convertible, and Allianzgi Vertible. Under normal circumstances, the fund invests at least 80 percent of its net assets in convertible securities. It may invest up to 15 percent of its total assets in Eurodollar convertible securities and up to an additional 20 percent of its total assets in foreign securities. Most convertible securities are not investment grade-rated. The fund also may invest directly in equity securities.Specialization | Convertibles, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Columbia Convertible Key Financial Ratios
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Convertible's current stock value. Our valuation model uses many indicators to compare Columbia Convertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Convertible competition to find correlations between indicators driving Columbia Convertible's intrinsic value. More Info.Columbia Vertible Securities is third largest fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 2.31 of Price To Book per Price To Earning. 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 Convertible's earnings, one of the primary drivers of an investment's value.Columbia Convertible Systematic Risk
Columbia Convertible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Convertible 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Columbia Convertible correlated with the market. If Beta is less than 0 Columbia Convertible generally moves in the opposite direction as compared to the market. If Columbia Convertible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Convertible is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Convertible is generally in the same direction as the market. If Beta > 1 Columbia Convertible moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Convertible Thematic Clasifications
Columbia Vertible Securities is part of Convertibles 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 convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date
This theme covers Funds investing in convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. Get More Thematic Ideas
Columbia Vertible Securities is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Convertibles category is currently estimated at about 19.3 Billion. Columbia Convertible holds roughly 1.04 Billion in net asset claiming about 5% of funds in Convertibles category.| Convertibles Funds | View |
Columbia Convertible November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Convertible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Vertible Securities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Vertible Securities 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 Convertible's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5072 | |||
| Information Ratio | 0.0083 | |||
| Maximum Drawdown | 1.77 | |||
| Value At Risk | (0.66) | |||
| Potential Upside | 0.8741 |
Other Information on Investing in Columbia Mutual Fund
Columbia Convertible 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 Convertible security.
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