Columbia Trarian Core Fund Quote
| COFRX Fund | USD 35.26 0.05 0.14% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Contrarian is trading at 35.26 as of the 21st of March 2025; that is 0.14% down since the beginning of the trading day. The fund's open price was 35.31. Columbia Contrarian 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 common stocks. In addition, under normal circumstances, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the funds investment manager believes are undervalued and have the potential for long-term growth and current income. More on Columbia Trarian Core
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Moving against Columbia Mutual Fund
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 Trarian Core [COFRX] is traded in USA and was established 21st of March 2025. Columbia Contrarian 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 11.54 B in assets under management (AUM) with no minimum investment requirementsColumbia Trarian Core is currently producing year-to-date (YTD) return of 1.4% with the current yeild of 0.01%, while the total return for the last 3 years was 12.73%.
Check Columbia Contrarian 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 Trarian Core 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 Trarian Core Mutual Fund Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care |
Columbia Trarian Core Risk Profiles
| Mean Deviation | 0.8248 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.09 | |||
| Risk Adjusted Performance | (0.08) |
Columbia Contrarian Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Contrarian 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 Contrarian security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |