Columbia Mutual Fund Financials

RSIPX -  USA Fund  

USD 16.15  0.07  0.44%

Understanding current and past Columbia Disciplined Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Columbia Disciplined's financial statements are interrelated, with each one affecting the others. For example, an increase in Columbia Disciplined's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Columbia Disciplined's financials over time to get the whole picture.
You can use fundamental analysis to find out if Columbia Disciplined Core is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to interpolate data for thirteen available fundamental indicators for Columbia Disciplined Core, which can be compared to its rivals. Please make use of Columbia Disciplined Core three year return to make a decision on whether Columbia Disciplined is priced fairly. Use Columbia Disciplined to enhance returns of your portfolios. The fund experiences a normal upward fluctuation. Check odds of Columbia Disciplined to be traded at $16.96 in 90 days.

Columbia Fundamentals 

With this module, you can analyze Columbia financials for your investing period. You should be able to track the changes in Columbia Disciplined individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 1
Columbia Disciplined Core has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Columbia Disciplined mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Columbia Disciplined's official financial statements usually reflect Columbia Disciplined's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Columbia Disciplined Core. For example, before you start analyzing numbers published by Columbia accountants, it's critical to develop an understanding of what Columbia Disciplined's liquidity, profitability, and earnings quality are in the context of the Columbia Threadneedle space in which it operates.
Please note that past performance is not an indicator of the future performance of Columbia Disciplined, 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 Disciplined Company Summary

Columbia Disciplined competes with Vanguard Total. The investment seeks to provide shareholders with long-term capital growth. Under normal market conditions, at least 80 percent of the funds net assets are invested in equity securities of companies with market capitalizations greater than 5 billion at the time of purchase or that are within the market capitalization range of companies in the SP 500 Index at the time of purchase. It may invest in derivatives, such as futures for cash equitization purposes.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressColumbia Funds Series
Mutual Fund FamilyColumbia Threadneedle
Mutual Fund CategoryLarge Blend
Phone800 345 6611
CurrencyUSD - US Dollar

Columbia Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Columbia Disciplined's current stock value. Our valuation model uses many indicators to compare Columbia Disciplined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Disciplined competition to find correlations between indicators driving Columbia Disciplined's intrinsic value. More Info.
Columbia Disciplined Core is rated top fund in ten year return among similar funds. It is rated second largest fund in price to earning among similar funds reporting about  1.25  of Price to Earning per Ten Year Return.

Columbia Disciplined Core Systematic Risk

Columbia Disciplined's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Disciplined 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 five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Columbia Disciplined Core correlated with the market. If Beta is less than 0 Columbia Disciplined generally moves in the opposite direction as compared to the market. If Columbia Disciplined Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Disciplined Core is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Disciplined is generally in the same direction as the market. If Beta > 1 Columbia Disciplined moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Columbia Disciplined Financials

What exactly are Columbia Disciplined Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Columbia Disciplined's income statement, its balance sheet, and the statement of cash flows. Potential Columbia Disciplined investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Columbia Disciplined investors may use each financial statement separately, they are all related. The changes in Columbia Disciplined's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Columbia Disciplined's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Columbia Disciplined Core is rated second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 1.26 Trillion. Columbia Disciplined adds roughly 4.78 Billion in net asset claiming only tiny portion of funds under Large Blend category.

Columbia Disciplined October 20, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Columbia Disciplined help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Disciplined Core. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Disciplined Core 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 Disciplined's daily price indicators and compare them against related drivers.
Downside Deviation0.9089
Information Ratio2.0E-4
Maximum Drawdown3.94
Value At Risk(1.54)
Potential Upside1.27
Additionally, take a look at Your Equity Center. Note that the Columbia Disciplined Core information on this page should be used as a complementary analysis to other Columbia Disciplined's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

Complementary Tools for Columbia Mutual Fund analysis

When running Columbia Disciplined Core price analysis, check to measure Columbia Disciplined's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Columbia Disciplined is operating at the current time. Most of Columbia Disciplined's value examination focuses on studying past and present price action to predict the probability of Columbia Disciplined's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Columbia Disciplined's price. Additionally, you may evaluate how the addition of Columbia Disciplined to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Columbia Disciplined's value and its price as these two are different measures arrived at by different means. Investors typically determine Columbia Disciplined value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Disciplined's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.