Columbia Disciplined E Fund Quote
| CCQYX Fund | USD 14.66 0.29 1.94% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Disciplined is trading at 14.66 as of the 1st of March 2025; that is 1.94% down since the beginning of the trading day. The fund's open price was 14.95. Columbia Disciplined has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of December 2024 and ending today, the 1st of March 2025. 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
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Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Blend Funds, Large Blend, Columbia (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Disciplined E [CCQYX] is traded in USA and was established 1st of March 2025. Columbia Disciplined 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 4.55 B in assets under management (AUM) with no minimum investment requirementsColumbia Disciplined is currently producing year-to-date (YTD) return of 1.34% with the current yeild of 0.01%, while the total return for the last 3 years was 11.95%.
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
| DE | Deere Company | Stock | Industrials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| AMT | American Tower Corp | Stock | Real Estate | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology |
Columbia Disciplined Top Holders
| CBVZX | Columbia Capital Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| NIPAX | Columbia Capital Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| ABDAX | Columbia Capital Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| NLGAX | Columbia Capital Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| RPCCX | Columbia Capital Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| CLIRX | Columbia Capital Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| NIICX | Columbia Capital Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| AMTCX | Columbia Capital Allocation | Mutual Fund | Allocation--50% to 70% Equity |
Columbia Disciplined Risk Profiles
| Mean Deviation | 0.797 | |||
| Standard Deviation | 1.49 | |||
| Variance | 2.23 | |||
| Risk Adjusted Performance | (0.08) |
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.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |