Columbia Capital Allocation Fund Quote

CPAMX Fund  USD 10.10  0.05  0.50%   

Performance

14 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 35

 
100  
 
Zero
Below Average
Columbia Capital is trading at 10.10 as of the 29th of March 2024; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 10.05. Columbia Capital has about a 35 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Columbia Capital Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. More on Columbia Capital Allocation

Moving together with Columbia Mutual Fund

  0.98STFGX State Farm GrowthPairCorr
  0.96CPGAX American Funds GlobalPairCorr
  0.97FBONX American Funds AmericanPairCorr
  0.97FBAFX American Funds AmericanPairCorr
  0.96ABALX American BalancedPairCorr
  0.96BALCX American Balanced FundPairCorr

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 Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationPacific LifeFunds Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Pacific LifeFunds (View all Sectors)
Update Date31st of March 2024
Columbia Capital Allocation [CPAMX] is traded in USA and was established 29th of March 2024. Columbia Capital is listed under Pacific LifeFunds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Pacific LifeFunds family. This fund currently has accumulated 569.09 K in assets under management (AUM) with no minimum investment requirementsColumbia Capital All is currently producing year-to-date (YTD) return of 4.1% with the current yeild of 0.03%, while the total return for the last 3 years was 2.21%.
Check Columbia Capital 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 Capital Allocation 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 Capital Allocation Mutual Fund Constituents

CBFYXColumbia Bond FundMutual FundIntermediate Core Bond
CCQYXColumbia Disciplined EMutual FundLarge Blend
CDEYXColumbia Diversified EquityMutual FundLarge Value
CGFYXColumbia Large CapMutual FundLarge Growth
CGQYXColumbia Disciplined GrowthMutual FundLarge Growth
CHYYXColumbia High YieldMutual FundHigh Yield Bond
CIOYXColumbia Income OpportunitiesMutual FundHigh Yield Bond
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Columbia Capital Target Price Odds Analysis

Based on a normal probability distribution, the odds of Columbia Capital jumping above the current price in 90 days from now is under 4%. The Columbia Capital Allocation probability density function shows the probability of Columbia Capital mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Columbia Capital Allocation has a beta of close to zero suggesting the returns on NYSE COMPOSITE and Columbia Capital do not appear to be sensitive. Additionally, it does not look like Columbia Capital's alpha can have any bearing on the current valuation.
  Odds Below 10.1HorizonTargetOdds Above 10.1
96.38%90 days
 10.10 
3.50%
Based on a normal probability distribution, the odds of Columbia Capital to move above the current price in 90 days from now is under 4 (This Columbia Capital Allocation probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .

Columbia Capital All Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Capital market risk premium is the additional return an investor will receive from holding Columbia Capital 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 Capital. 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 Capital's alpha and beta are two of the key measurements used to evaluate Columbia Capital's performance over the market, the standard measures of volatility play an important role as well.

Columbia Capital Against Markets

Picking the right benchmark for Columbia Capital 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 Capital 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 Capital is critical whether you are bullish or bearish towards Columbia Capital Allocation at a given time. Please also check how Columbia Capital'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 Capital 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.

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How to buy Columbia Mutual Fund?

Before investing in Columbia Capital, 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 Capital. To buy Columbia Capital fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia Capital. 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 Capital fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Columbia Capital Allocation 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 Capital Allocation 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 Capital Allocation, 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 Capital Allocation?

The danger of trading Columbia Capital Allocation 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 Capital 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 Capital. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Capital All 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 Capital Allocation. 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 population.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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When running Columbia Capital's price analysis, check to measure Columbia Capital'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 Capital is operating at the current time. Most of Columbia Capital's value examination focuses on studying past and present price action to predict the probability of Columbia Capital'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 Capital's price. Additionally, you may evaluate how the addition of Columbia Capital to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Columbia Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Capital'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.