Columbia Disciplined Value Fund Quote
| CVQZX Fund | USD 10.24 0.02 0.20% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Columbia Disciplined is trading at 10.24 as of the 2nd of December 2024; that is 0.20% up since the beginning of the trading day. The fund's open price was 10.22. Columbia Disciplined has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Columbia Disciplined Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies with market capitalizations greater than 5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000 Value Index at the time of purchase. More on Columbia Disciplined Value
Moving together with Columbia Mutual Fund
| 0.82 | CUSHX | Columbia Ultra Short | PairCorr |
| 0.82 | CUSBX | Columbia Ultra Short | PairCorr |
| 0.95 | CDAZX | Multi-manager Directional | PairCorr |
| 0.97 | CUURX | Columbia Small Cap | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Value Funds, Large Value, Columbia (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Disciplined Value [CVQZX] is traded in USA and was established 2nd of December 2024. Columbia Disciplined is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Value category and is part of Columbia family. This fund currently has accumulated 855.24 M in assets under management (AUM) with no minimum investment requirementsColumbia Disciplined is currently producing year-to-date (YTD) return of 25.18% with the current yeild of 0.01%, while the total return for the last 3 years was 12.17%.
Check Columbia Disciplined 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 Disciplined Value 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 Disciplined Value Mutual Fund Constituents
| VZ | Verizon Communications | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| AEP | American Electric Power | Stock | Utilities | |
| C | Citigroup | Stock | Financials | |
| BLK | BlackRock | Stock | Financials | |
| ETN | Eaton PLC | Stock | Industrials |
Columbia Disciplined Risk Profiles
| Mean Deviation | 0.5493 | |||
| Semi Deviation | 0.3844 | |||
| Standard Deviation | 0.6994 | |||
| Variance | 0.4891 |
Columbia Disciplined Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Disciplined 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 Disciplined security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |