Columbia Disciplined Value Fund Five Year Return
| COLEXDelisted Fund | USD 10.14 0.00 0.00% |
Columbia Disciplined Value fundamentals help investors to digest information that contributes to Columbia Disciplined'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 Disciplined'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 Disciplined mutual fund.
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Columbia Disciplined Value Mutual Fund Five Year Return Analysis
Columbia Disciplined's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Disciplined Five Year Return | 12.79 % |
Most of Columbia Disciplined's fundamental indicators, such as Five Year Return, 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 Disciplined Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Columbia Disciplined Value has a Five Year Return of 12.7937%. This is 12.85% lower than that of the Columbia family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Columbia Disciplined
The fund invests 99.11% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.89%) .Asset allocation divides Columbia Disciplined'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
| Total Asset | 180.85 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 23.96 % | |||
| One Year Return | 32.08 % | |||
| Three Year Return | 11.37 % | |||
| Five Year Return | 12.79 % | |||
| Ten Year Return | 9.87 % | |||
| Net Asset | 855.24 M | |||
| Cash Position Weight | 0.89 % | |||
| Equity Positions Weight | 99.11 % |
About Columbia Disciplined Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Columbia Disciplined Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Disciplined using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Disciplined Value 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.
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Other Consideration for investing in Columbia Mutual Fund
If you are still planning to invest in Columbia Disciplined check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Columbia Disciplined's history and understand the potential risks before investing.
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