Columbia Trarian Core Fund Quote

CCCRX Fund  USD 38.90  0.23  0.59%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Columbia Contrarian is trading at 38.90 as of the 2nd of December 2024; that is 0.59% increase since the beginning of the trading day. The fund's open price was 38.67. Columbia Contrarian has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Columbia Trarian Core are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks. In addition, under normal circumstances, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the funds investment manager believes are undervalued and have the potential for long-term growth and current income. More on Columbia Trarian Core

Moving together with Columbia Mutual Fund

  0.83CUSHX Columbia Ultra ShortPairCorr
  0.78CUSBX Columbia Ultra ShortPairCorr
  0.91CDAZX Multi-manager DirectionalPairCorr
  0.92CUURX Columbia Small CapPairCorr

Moving against Columbia Mutual Fund

  0.78CUTRX Columbia Treasury IndexPairCorr
  0.78CUTYX Columbia Treasury IndexPairCorr
  0.72CUVRX Columbia GovernmentPairCorr
  0.59SRINX Columbia Porate IncomePairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Blend Funds, Large Blend, Columbia, Large Growth, Large Blend (View all Sectors)
Update Date30th of September 2024
Columbia Trarian Core [CCCRX] is traded in USA and was established 2nd of December 2024. Columbia Contrarian is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia family. This fund currently has accumulated 11.54 B in assets under management (AUM) with no minimum investment requirementsColumbia Trarian Core is currently producing year-to-date (YTD) return of 23.84% with the current yeild of 0.0%, while the total return for the last 3 years was 10.21%.
Check Columbia Contrarian 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 Trarian Core 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 Trarian Core Mutual Fund Constituents

HONHoneywell InternationalStockIndustrials
CVXChevron CorpStockEnergy
AMZNAmazon IncStockConsumer Discretionary
RTXRaytheon Technologies CorpStockIndustrials
PMPhilip Morris InternationalStockConsumer Staples
PFEPfizer IncStockHealth Care
MSFTMicrosoftStockInformation Technology
MDTMedtronic PLCStockHealth Care
More Details

Columbia Trarian Core Risk Profiles

Columbia Contrarian Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Contrarian 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 Contrarian security.
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk