Columbia Diversified Equity Fund Quote
| CDVZX Fund | USD 16.31 0.07 0.43% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Diversified is trading at 16.31 as of the 24th of March 2025; that is 0.43% down since the beginning of the trading day. The fund's open price was 16.38. Columbia Diversified has about a 22 % 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 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The funds assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80 percent of its net assets in common and preferred stocks of large capitalization companies. The fund may invest up to 25 percent of its net assets in foreign investments. More on Columbia Diversified Equity
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Value Funds, Large Value, Columbia (View all Sectors) |
| Update Date | 31st of March 2025 |
Columbia Diversified Equity [CDVZX] is traded in USA and was established 24th of March 2025. Columbia Diversified is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Value category and is part of Columbia family. This fund currently has accumulated 2.16 B in assets under management (AUM) with no minimum investment requirementsColumbia Diversified is currently producing year-to-date (YTD) return of 1.07% with the current yeild of 0.01%, while the total return for the last 3 years was 7.07%.
Check Columbia Diversified 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 Diversified Equity 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 Diversified Equity Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MS | Morgan Stanley | Stock | Financials |
Columbia Diversified Risk Profiles
| Mean Deviation | 0.6541 | |||
| Standard Deviation | 0.834 | |||
| Variance | 0.6956 | |||
| Risk Adjusted Performance | (0.03) |
Columbia Diversified Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Diversified 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 Diversified security.
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