Columbia Marsico Three Year Return vs. Holdings Turnover
| CMRCX Fund | USD 9.96 0.11 1.09% |
For Columbia Marsico profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Marsico to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Marsico Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Marsico's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Marsico Growth over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Marsico Growth Holdings Turnover vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Marsico's current stock value. Our valuation model uses many indicators to compare Columbia Marsico value to that of its competitors to determine the firm's financial worth. Columbia Marsico Growth is the top fund in three year return among similar funds. It also is the top fund in holdings turnover among similar funds . 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 Marsico's earnings, one of the primary drivers of an investment's value.Columbia Holdings Turnover vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Columbia Marsico |
| = | (1.85) % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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.
Columbia Marsico |
| = | 164.00 % |
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.
Columbia Marsico Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Marsico, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Marsico will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Marsico's change in net profit over the period of time. It can combine multiple indicators of Columbia Marsico, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The manager utilizes an actively managed merger arbitrage strategy by establishing long and short positions in the securities of companies that are involved in significant corporate events or transactions. Under normal market conditions, it will invest at least 80 percent of its net assets in common stock, convertibles, SPACs, preferred stock, corporate bonds, warrants and options of U.S. and non-U.S. companies which are involved, or which the advisor believes will be involved, in a variety of significant corporate events including, but not limited to merger-arbitrage investments. The fund is non-diversified.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Marsico. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Columbia Marsico position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Columbia Marsico's important profitability drivers and their relationship over time.
Use Columbia Marsico in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Columbia Marsico position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Columbia Marsico will appreciate offsetting losses from the drop in the long position's value.Columbia Marsico Pair Trading
Columbia Marsico Growth Pair Trading Analysis
The ability to find closely correlated positions to Columbia Marsico could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Columbia Marsico when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Columbia Marsico - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Columbia Marsico Growth to buy it.
The correlation of Columbia Marsico is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Columbia Marsico moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Marsico Growth moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Columbia Marsico can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Columbia Marsico position
In addition to having Columbia Marsico in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run World Allocation Funds Thematic Idea Now
World Allocation Funds
Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. The World Allocation Funds theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize World Allocation Funds Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund
To fully project Columbia Marsico's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Columbia Marsico Growth at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Columbia Marsico's income statement, its balance sheet, and the statement of cash flows.
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