Columbia Mid Financials
| CPXRX Fund | USD 15.80 0.13 0.83% |
Columbia |
Please note that past performance is not an indicator of the future performance of Columbia Mid, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Columbia Mid Fund Summary
Columbia Mid competes with Vanguard Mid-cap, Vanguard Mid-cap, Vanguard Mid-cap, Vanguard Mid-cap, and Vanguard Extended. The fund invests at least 80 percent of its net assets in common stocks that comprise the SP MidCap 400 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. The manager attempts to achieve at least a 95 percent correlation between the performance of the index and the funds investment results, before fees and expenses.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US19766B3649 |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | NYSE Composite |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
You should never invest in Columbia Mid Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Columbia Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Columbia Mid's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Columbia Mid Key Financial Ratios
Generally speaking, Columbia Mid's financial ratios allow both analysts and investors to convert raw data from Columbia Mid's financial statements into concise, actionable information that can be used to evaluate the performance of Columbia Mid over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Columbia Mid Cap reports annually and quarterly.Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Mid's current stock value. Our valuation model uses many indicators to compare Columbia Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Mid competition to find correlations between indicators driving Columbia Mid's intrinsic value. More Info.Columbia Mid Cap is second largest fund in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Mid Cap is roughly 9.08 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Columbia Mid by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Columbia Mid's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Mid's earnings, one of the primary drivers of an investment's value.Columbia Mid Cap Systematic Risk
Columbia Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Mid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Columbia Mid Cap correlated with the market. If Beta is less than 0 Columbia Mid generally moves in the opposite direction as compared to the market. If Columbia Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Mid is generally in the same direction as the market. If Beta > 1 Columbia Mid moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Mid May 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Columbia Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Columbia Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8976 | |||
| Information Ratio | 0.0295 | |||
| Maximum Drawdown | 3.72 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.25 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Columbia Mid Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.