Columbia Global Dividend Fund Quote

CSVFX Fund  USD 20.30  0.05  0.25%   

Performance

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Odds Of Distress

Less than 21

 
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Columbia Global is trading at 20.30 as of the 2nd of December 2024; that is 0.25% up since the beginning of the trading day. The fund's open price was 20.25. Columbia Global has about a 21 % 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. Equity ratings for Columbia Global Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in income-producing equity securities of foreign companies. The advisor focuses its investments on securities of companies believed to be attractively valued and to have the potential for long-term growth. More on Columbia Global Dividend

Moving together with Columbia Mutual Fund

  0.63SRINX Columbia Porate IncomePairCorr

Moving against Columbia Mutual Fund

  0.65CDAZX Multi-manager DirectionalPairCorr
  0.57CUSBX Columbia Ultra ShortPairCorr
  0.56CUSHX Columbia Ultra ShortPairCorr
  0.48CUURX Columbia Small CapPairCorr
  0.46CDEYX Columbia DiversifiedPairCorr
  0.43CDORX Columbia DividendPairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Columbia (View all Sectors)
Update Date30th of September 2024
Columbia Global Dividend [CSVFX] is traded in USA and was established 2nd of December 2024. Columbia Global is listed under Columbia category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Columbia family. This fund currently has accumulated 551.91 M in assets under management (AUM) with no minimum investment requirementsColumbia Global Dividend is currently producing year-to-date (YTD) return of 4.93% with the current yeild of 0.02%, while the total return for the last 3 years was 2.79%.
Check Columbia Global 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 Global Dividend 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 Global Dividend Mutual Fund Constituents

GILDGilead SciencesStockHealth Care
CSCOCisco SystemsStockInformation Technology
KOThe Coca ColaStockConsumer Staples
UBSUBS Group AGStockFinancials
CMECME GroupStockFinancials
LMTLockheed MartinStockIndustrials
GMGeneral MotorsStockConsumer Discretionary
GEGE AerospaceStockIndustrials
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Columbia Global Dividend Risk Profiles

Columbia Global Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Global 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 Global security.
Odds Of Bankruptcy
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Commodity Channel
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