Columbia Select Large Fund Quote

CLEYX Fund  USD 20.06  0.05  0.25%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Columbia Select is trading at 20.06 as of the 21st of March 2025; that is 0.25% down since the beginning of the trading day. The fund's open price was 20.11. Columbia Select 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard Poors 500 Index . It may invest up to 20 percent of its total assets in foreign securities. More on Columbia Select Large

Moving together with Columbia Mutual Fund

  0.7CDAZX Multi-manager DirectionalPairCorr
  0.94CUURX Columbia Small CapPairCorr

Moving against Columbia Mutual Fund

  0.62CUTRX Columbia Treasury IndexPairCorr
  0.62CUTYX Columbia Treasury IndexPairCorr
  0.54CUSBX Columbia Ultra ShortPairCorr
  0.44CEBYX Columbia Emerging MarketsPairCorr
  0.4SRINX Columbia Porate IncomePairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Blend Funds, Large Blend, Columbia, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2025
Columbia Select Large [CLEYX] is traded in USA and was established 21st of March 2025. Columbia Select 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 670.6 M in assets under management (AUM) with no minimum investment requirementsColumbia Select Large is currently producing year-to-date (YTD) return of 0.19% with the current yeild of 0.01%, while the total return for the last 3 years was 11.11%.
Check Columbia Select 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 Select Large 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 Select Large Mutual Fund Constituents

PEPPepsiCoStockConsumer Staples
DISWalt DisneyStockCommunication Services
PGProcter GambleStockConsumer Staples
MSFTMicrosoftStockInformation Technology
MAMastercardStockFinancials
JPMJPMorgan Chase CoStockFinancials
JNJJohnson JohnsonStockHealth Care
HDHome DepotStockConsumer Discretionary
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Columbia Select Top Holders

AXBAXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CBVZXColumbia Capital AllocationMutual FundAllocation--15% to 30% Equity
NIPAXColumbia Capital AllocationMutual FundAllocation--30% to 50% Equity
CPDMXColumbia Capital AllocationMutual FundAllocation--50% to 70% Equity
CPDIXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CBMZXColumbia Capital AllocationMutual FundAllocation--50% to 70% Equity
ABDAXColumbia Capital AllocationMutual FundAllocation--15% to 30% Equity
NBIAXColumbia Capital AllocationMutual FundAllocation--50% to 70% Equity
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Columbia Select Large Risk Profiles

Columbia Select Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Select 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 Select security.
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Fundamental Analysis
View fundamental data based on most recent published financial statements