Columbia Disciplined E Fund Quote
| AQEAX Fund | USD 16.91 0.10 0.59% |
Performance17 of 100
| Odds Of DistressLess than 16
|
Columbia Disciplined is trading at 16.91 as of the 30th of November 2024; that is 0.59% up since the beginning of the trading day. The fund's open price was 16.81. Columbia Disciplined has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Columbia Disciplined E are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal market conditions, at least 80 percent of the funds net assets are invested 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 SP 500 Index at the time of purchase. More on Columbia Disciplined E
Moving together with Columbia Mutual Fund
| 0.86 | CUSOX | Columbia Ultra Short | PairCorr |
| 1.0 | ILGCX | Columbia Integrated Large | PairCorr |
| 1.0 | ILGGX | Columbia Integrated Large | PairCorr |
| 0.89 | ILGFX | Columbia Integrated Large | PairCorr |
| 1.0 | ILGJX | Columbia Integrated Large | PairCorr |
| 0.91 | SSCVX | Columbia Select Smaller | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Blend Funds, Large Blend, Columbia Threadneedle (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Columbia Disciplined E [AQEAX] is traded in USA and was established 30th of November 2024. Columbia Disciplined is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia Threadneedle family. This fund presently has accumulated 4.16 B in assets under management (AUM) with no minimum investment requirementsColumbia Disciplined is currently producing year-to-date (YTD) return of 27.97% with the current yeild of 0.01%, while the total return for the last 3 years was 9.89%.
Check Columbia Disciplined Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Disciplined E Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Disciplined E Mutual Fund Constituents
| VZ | Verizon Communications | Stock | Communication Services | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| HON | Honeywell International | Stock | Industrials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| AMT | American Tower Corp | Stock | Real Estate | |
| COP | ConocoPhillips | Stock | Energy | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology |
Columbia Disciplined Risk Profiles
| Mean Deviation | 0.5471 | |||
| Semi Deviation | 0.5707 | |||
| Standard Deviation | 0.7501 | |||
| Variance | 0.5626 |
Columbia Disciplined Against Markets
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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