Columbia Large Cap Fund Quote
| CLWFX Fund | USD 82.92 0.10 0.12% |
Performance18 of 100
| Odds Of DistressLess than 16
|
Columbia Large is trading at 82.92 as of the 6th of December 2024; that is 0.12% down since the beginning of the trading day. The fund's open price was 83.02. Columbia Large has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 12th of December 2023 and ending today, the 6th of December 2024. 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. It may invest up to 20 percent of its total assets in foreign securities.. More on Columbia Large Cap
Moving together with Columbia Mutual Fund
| 0.92 | CUSHX | Columbia Ultra Short | PairCorr |
| 0.84 | CUSBX | Columbia Ultra Short | PairCorr |
| 0.92 | CDAZX | Multi Manager Direct | PairCorr |
| 0.91 | CUURX | Columbia Small Cap | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Growth Funds, Large Growth, Columbia, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Large Cap [CLWFX] is traded in USA and was established 6th of December 2024. Columbia Large is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Columbia family. This fund currently has accumulated 3.9 B in assets under management (AUM) with no minimum investment requirementsColumbia Large Cap is currently producing year-to-date (YTD) return of 30.02%, while the total return for the last 3 years was 8.21%.
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 Inc Class C | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology |
Columbia Large Cap Risk Profiles
| Mean Deviation | 0.6891 | |||
| Semi Deviation | 0.7512 | |||
| Standard Deviation | 0.991 | |||
| Variance | 0.9821 |
Columbia Large Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Large financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Large security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |