Active Portfolios Financials
| CTRZX Fund | USD 8.60 0.01 0.12% |
Active |
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.
Active Portfolios Fund Summary
Active Portfolios competes with Boston Partners, Doubleline Emerging, Transamerica Emerging, Saat Defensive, and Siit Emerging. Under normal market conditions, the fund invests at least 80 percent of its net assets in bonds and other debt securities, including debt securities issued by the U.S. government, its agencies, instrumentalities or sponsored corporations, debt securities issued by corporations, mortgage- and other asset-backed securities, dollar-denominated securities issued by foreign governments, companies or other entities, bank loans and other obligations.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Active Portfolios Key Financial Ratios
Active Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Active Portfolios's current stock value. Our valuation model uses many indicators to compare Active Portfolios value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Active Portfolios competition to find correlations between indicators driving Active Portfolios's intrinsic value. More Info.Active Portfolios Multi Manager 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 58.88 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 Active Portfolios' earnings, one of the primary drivers of an investment's value.Active Portfolios Multi Systematic Risk
Active Portfolios' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Active Portfolios 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 Active Portfolios Multi correlated with the market. If Beta is less than 0 Active Portfolios generally moves in the opposite direction as compared to the market. If Active Portfolios Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Active Portfolios Multi is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Active Portfolios is generally in the same direction as the market. If Beta > 1 Active Portfolios moves generally in the same direction as, but more than the movement of the benchmark.
Active Portfolios March 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Active Portfolios help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Active Portfolios Multi Manager. We use our internally-developed statistical techniques to arrive at the intrinsic value of Active Portfolios Multi Manager based on widely used predictive technical indicators. In general, we focus on analyzing Active Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Active Portfolios's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2842 | |||
| Information Ratio | 0.0703 | |||
| Maximum Drawdown | 1.31 | |||
| Value At Risk | (0.36) | |||
| Potential Upside | 0.5903 |
Other Information on Investing in Active Mutual Fund
Active Portfolios financial ratios help investors to determine whether Active 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 Active with respect to the benefits of owning Active Portfolios security.
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