Columbia Integrated Small Fund Quote
Columbia Integrated is trading at 17.68 as of the 27th of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 17.68. The performance scores are derived for the period starting the 7th of January 2023 and ending today, the 27th of December 2024. Click here to learn more.
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Funds, Small Growth Funds, Small Growth, Columbia Threadneedle (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Integrated Small [ISGLX] is traded in USA and was established 27th of December 2024. Columbia Integrated is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Columbia Threadneedle family. Columbia Integrated Small currently has accumulated 46.31 M in assets under management (AUM) with minimum initial investment of 1000 K.
Check Columbia Integrated 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 Integrated Small 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 Integrated Small Mutual Fund Constituents
| AQUA | Evoqua Water Technologies | Stock | Industrials | |
| CROX | Crocs Inc | Stock | Consumer Discretionary | |
| EGP | EastGroup Properties | Stock | Real Estate | |
| GDEN | Golden Entertainment | Stock | Consumer Discretionary | |
| IRTC | iRhythm Technologies | Stock | Health Care | |
| MEDP | Medpace Holdings | Stock | Health Care | |
| OPCH | Option Care Health | Stock | Health Care | |
| SKY | Skyline | Stock | Consumer Discretionary |
Columbia Integrated Small Risk Profiles
| Mean Deviation | 0.9337 | |||
| Semi Deviation | 0.8761 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.65 |
Columbia Integrated Against Markets
Columbia Integrated 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 Integrated mutual fund to make a market-neutral strategy. Peer analysis of Columbia Integrated could also be used in its relative valuation, which is a method of valuing Columbia Integrated by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Columbia Mutual Fund
Columbia Integrated 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 Integrated security.
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