Columbia Growth 529 Fund Fundamentals
| CGSAX Fund | USD 45.94 0.48 1.03% |
Columbia Growth 529 fundamentals help investors to digest information that contributes to Columbia Growth's financial success or failures. It also enables traders to predict the movement of Columbia Mutual Fund. The fundamental analysis module provides a way to measure Columbia Growth's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Columbia Growth mutual fund.
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Columbia Growth 529 Mutual Fund Holdings Turnover Analysis
Columbia Growth's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Current Columbia Growth Holdings Turnover | 741.00 % |
Most of Columbia Growth's fundamental indicators, such as Holdings Turnover, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Growth 529 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
| Competition |
According to the company disclosure, Columbia Growth 529 has a Holdings Turnover of 741%. This is much higher than that of the Category family and notably higher than that of the Family category. The holdings turnover for all United States funds is notably lower than that of the firm.
Columbia Growth 529 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Growth's current stock value. Our valuation model uses many indicators to compare Columbia Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Growth competition to find correlations between indicators driving Columbia Growth's intrinsic value. More Info.Columbia Growth 529 is fifth largest fund in year to date return among similar funds. It also is fifth largest fund in net asset among similar funds making up about 12,937,498 of Net Asset per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Growth's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Columbia Growth
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in bonds.Asset allocation divides Columbia Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Columbia Fundamentals
| Year To Date Return | 0.64 % | ||||
| Net Asset | 8.28 M | ||||
| Minimum Initial Investment | 2 K | ||||
| Holdings Turnover | 741.00 % | ||||
| Cash Position Weight | 85.27 % | ||||
| Bond Positions Weight | 14.73 % |
About Columbia Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Columbia Growth 529's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Growth 529 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Columbia Growth is entity of United States. It is traded as Fund on NMFQS exchange.
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Columbia Growth 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 Growth security.
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