Columbia Select Large Fund Quote
Columbia Select is trading at 10.81 as of the 19th of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 10.81. The performance scores are derived for the period starting the 25th of December 2023 and ending today, the 19th of December 2024. Click here to learn more.
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Growth Funds, Large Growth, Columbia (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Select Large [CSRRX] is traded in USA and was established 19th of December 2024. Columbia Select is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Columbia family. This fund currently has accumulated 3.72 B in assets under management (AUM) with minimum initial investment of 2 K. Columbia Select Large is currently producing year-to-date (YTD) return of 19.11%, while the total return for the last 3 years was 2.47%.
Check Columbia Select Probability Of Bankruptcy
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
| NOW | ServiceNow | Stock | Information Technology | |
| EXAS | EXACT Sciences | Stock | Health Care | |
| MTCH | Match Group | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| SPLK | Splunk Inc | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| BMY | Bristol Myers Squibb | Stock | Health Care |
Columbia Select Large Risk Profiles
| Mean Deviation | 0.7759 | |||
| Semi Deviation | 1.06 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 |
Columbia Select Against Markets
Columbia Select Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Columbia Select mutual fund to make a market-neutral strategy. Peer analysis of Columbia Select could also be used in its relative valuation, which is a method of valuing Columbia Select by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| 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 | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |