COLUMBIA Mutual Fund Quote
| CLWFX Fund | USD 54.98 0.90 1.61% |
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COLUMBIA LARGE is trading at 54.98 as of the 27th of September 2023; that is -1.61 percent decrease since the beginning of the trading day. The fund's open price was 55.88. COLUMBIA LARGE has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for COLUMBIA LARGE CAP are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of August 2023 and ending today, the 27th of September 2023. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. Columbia Large is traded on NASDAQ Exchange in the United States.. More on COLUMBIA LARGE CAP
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COLUMBIA Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. COLUMBIA LARGE's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding COLUMBIA LARGE or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Macroaxis Advice The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of COLUMBIA LARGE's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details Strong HoldFairly Valued |
| Startdate | 1st of March 2021 |
COLUMBIA LARGE CAP [CLWFX] is traded in USA and was established 27th of September 2023. The fund is listed under Large Growth category and is part of Columbia Threadneedle family. COLUMBIA LARGE CAP currently has accumulated 3.69 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 14.95%.
Check COLUMBIA LARGE Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on COLUMBIA Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding COLUMBIA Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as COLUMBIA LARGE CAP Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top COLUMBIA LARGE CAP Mutual Fund Constituents
| EA | Electronic Arts | Stock | Communication Services |
| NKE | Nike Inc | Stock | Consumer Discretionary |
| GOOG | Alphabet Class C | Stock | Communication Services |
| V | Visa Class A | Stock | Information Technology |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| PYPL | PayPal Holdings | Stock | Information Technology |
| PEP | PepsiCo | Stock | Consumer Staples |
COLUMBIA LARGE Target Price Odds Analysis
Based on a normal probability distribution, the odds of COLUMBIA LARGE jumping above the current price in 90 days from now is close to 99%. The COLUMBIA LARGE CAP probability density function shows the probability of COLUMBIA LARGE mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0652 suggesting COLUMBIA LARGE CAP market returns are sensitive to returns on the market. As the market goes up or down, COLUMBIA LARGE is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. COLUMBIA LARGE CAP is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of COLUMBIA LARGE to move above the current price in 90 days from now is close to 99 (This COLUMBIA LARGE CAP probability density function shows the probability of COLUMBIA Mutual Fund to fall within a particular range of prices over 90 days) .
COLUMBIA LARGE CAP Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. COLUMBIA LARGE market risk premium is the additional return an investor will receive from holding COLUMBIA LARGE long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in COLUMBIA LARGE. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although COLUMBIA LARGE's alpha and beta are two of the key measurements used to evaluate COLUMBIA LARGE's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7062 | |||
| Standard Deviation | 0.9225 | |||
| Variance | 0.851 | |||
| Risk Adjusted Performance | (0.026966) |
COLUMBIA LARGE Against Markets
Picking the right benchmark for COLUMBIA LARGE mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in COLUMBIA LARGE mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for COLUMBIA LARGE is critical whether you are bullish or bearish towards COLUMBIA LARGE CAP at a given time. Please also check how COLUMBIA LARGE's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in COLUMBIA LARGE without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy COLUMBIA Mutual Fund?
Before investing in COLUMBIA LARGE, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in COLUMBIA LARGE. To buy COLUMBIA LARGE fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of COLUMBIA LARGE. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase COLUMBIA LARGE fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located COLUMBIA LARGE CAP fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased COLUMBIA LARGE CAP fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as COLUMBIA LARGE CAP, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in COLUMBIA LARGE CAP?
The danger of trading COLUMBIA LARGE CAP is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of COLUMBIA LARGE is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than COLUMBIA LARGE. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile COLUMBIA LARGE CAP is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in COLUMBIA LARGE 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 census. Note that the COLUMBIA LARGE CAP information on this page should be used as a complementary analysis to other COLUMBIA LARGE'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 the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Complementary Tools for COLUMBIA Mutual Fund analysis
When running COLUMBIA LARGE's price analysis, check to measure COLUMBIA LARGE'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 LARGE is operating at the current time. Most of COLUMBIA LARGE's value examination focuses on studying past and present price action to predict the probability of COLUMBIA LARGE's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move COLUMBIA LARGE's price. Additionally, you may evaluate how the addition of COLUMBIA LARGE to your portfolios can decrease your overall portfolio volatility.
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