Columbia Large is trading at 56.61 as of the 20th of March 2025; that is 1.07% up since the beginning of the trading day. The fund's open price was 56.01. Columbia Large 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. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th 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 that comprise the SP 500 Index . In seeking to match the performance of the index, the Investment Manager attempts to allocate the funds assets among common stocks in approximately the same weightings as the index. More on Columbia Large Cap
Columbia Large Cap [NEIAX] is traded in USA and was established 20th of March 2025. Columbia Large is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia Threadneedle family. This fund now has accumulated 3.07 B in assets with no minimum investment requirementsColumbia Large Cap is currently producing year-to-date (YTD) return of 1.35% with the current yeild of 0.01%, while the total return for the last 3 years was 11.79%.
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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 Large Cap 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.
Other Information on Investing in Columbia Mutual Fund
Columbia Large 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 Large security.
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