Columbia Small Cap Fund Quote
| CMSCX Fund | USD 25.32 0.45 1.75% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Small is trading at 25.32 as of the 20th of March 2025; that is 1.75% down since the beginning of the trading day. The fund's open price was 25.77. Columbia Small 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Growth Index at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.. More on Columbia Small Cap
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Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Funds, Small Growth Funds, Small Growth, Columbia (View all Sectors) |
| Update Date | 31st of March 2025 |
Columbia Small Cap [CMSCX] is traded in USA and was established 20th of March 2025. Columbia Small is listed under Columbia category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Columbia family. This fund currently has accumulated 580.9 M in assets under management (AUM) with no minimum investment requirementsColumbia Small Cap is currently producing year-to-date (YTD) return of 3.51%, while the total return for the last 3 years was 6.85%.
Check Columbia Small 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 Small Cap 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 Small Cap Mutual Fund Constituents
| NEOG | Neogen | Stock | Health Care | |
| BECN | Beacon Roofing Supply | Stock | Industrials | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| HCSG | Healthcare Services Group | Stock | Industrials | |
| FIVN | Five9 Inc | Stock | Information Technology | |
| PRLB | Proto Labs | Stock | Industrials | |
| SITE | SiteOne Landscape Supply | Stock | Industrials | |
| BILL | Bill Com Holdings | Stock | Information Technology |
Columbia Small Cap Risk Profiles
| Mean Deviation | 1.24 | |||
| Standard Deviation | 1.58 | |||
| Variance | 2.5 | |||
| Risk Adjusted Performance | (0.13) |
Columbia Small Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Small 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 Small security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |