Columbia Select Large Fund Quote
| CLEYX Fund | USD 20.06 0.05 0.25% |
PerformanceVery Weak
| Odds Of DistressLow
|
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
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Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Blend Funds, Large Blend, Columbia, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st 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
| PEP | PepsiCo | Stock | Consumer Staples | |
| DIS | Walt Disney | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| HD | Home Depot | Stock | Consumer Discretionary |
Columbia Select Top Holders
| AXBAX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| CBVZX | Columbia Capital Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| NIPAX | Columbia Capital Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| CPDMX | Columbia Capital Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CPDIX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| CBMZX | Columbia Capital Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| ABDAX | Columbia Capital Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| NBIAX | Columbia Capital Allocation | Mutual Fund | Allocation--50% to 70% Equity |
Columbia Select Large Risk Profiles
| Mean Deviation | 0.8747 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.29 | |||
| Risk Adjusted Performance | (0.10) |
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 |