Columbia Fds Fund

NGCAX -  USA Fund  

USD 69.75  0.54  0.77%

Columbia Fds is trading at 69.75 as of the 19th of June 2021; that is -0.77 percent decrease since the beginning of the trading day. The fund's open price was 70.29. Columbia Fds 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 Fds Srs are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of March 2021 and ending today, the 19th of June 2021. Click here to learn more.
 Market Performance
0 of 100
  Odds Of Distress
Less than 2

Columbia Fds Mutual Fund Profile

Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies whose principal activities are located in the Greater China region. Columbia Fds is traded on NASDAQ Exchange in the United States. more on Columbia Fds
Columbia Fds Srs generates negative expected return over the last 90 days
Columbia Fds Srs is unlikely to experience financial distress in the next 2 years
The fund maintains 98.27% of its assets in stocks
Legal NameColumbia Fds Srs
Macroaxis Advice
Unlike general analyst consensus, Macroaxis 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 Fds' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year0.74
Startdate31st of January 2020
Columbia Fds Srs [NGCAX] is traded in USA and was established 19th of June 2021. The fund is listed under China Region category and is part of Columbia Threadneedle family. Columbia Fds Srs now has accumulated 234.49 M in assets with minimum initial investment of 2 K. , while the total return for the last 3 years was 12.38%.
Check Columbia Fds 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 Fds , and the less return is expected.

Top Columbia Fds Srs Constituents

Columbia Fds Target Price Odds Analysis

What are Columbia Fds' target price odds to finish over the current price? Based on a normal probability distribution, the odds of Columbia Fds jumping above the current price in 90 days from now is about 92.03%. The Columbia Fds Srs probability density function shows the probability of Columbia Fds mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Columbia Fds Srs has a beta of -0.0175. This indicates as returns on benchmark increase, returns on holding Columbia Fds are expected to decrease at a much lower rate. During the bear market, however, Columbia Fds Srs is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Columbia Fds Srs is significantly underperforming DOW.
 Odds Down 69.75HorizonTargetOdds Up 69.75 
7.77%90 days
Based on a normal probability distribution, the odds of Columbia Fds to move above the current price in 90 days from now is about 92.03 (This Columbia Fds Srs probability density function shows the probability of Columbia mutual fund to fall within a particular range of prices over 90 days) .

Columbia Fds Srs Risk Profiles

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

Columbia Fds Against Markets

Picking the right benchmark for Columbia Fds 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 Fds 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 Fds is critical whether you are bullish or bearish towards Columbia Fds Srs at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Columbia Fds without increasing your portfolio risk or giving up 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?

Run Efficient Frontier Now


Efficient Frontier

Plot and analyze your portfolio and positions against risk-return landscape of the market.
All  Next Launch Module
Additionally, see Stocks Correlation. Note that the Columbia Fds Srs information on this page should be used as a complementary analysis to other Columbia Fds' 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 Global Correlations module to find global opportunities by holding instruments from different markets.

Complementary Tools for Columbia Fds Mutual Fund analysis

When running Columbia Fds Srs price analysis, check to measure Columbia Fds' 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 Fds is operating at the current time. Most of Columbia Fds' value examination focuses on studying past and present price action to predict the probability of Columbia Fds' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Columbia Fds' price. Additionally, you may evaluate how the addition of Columbia Fds to your portfolios can decrease your overall portfolio volatility.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Fundamental Analysis
View fundamental data based on most recent published financial statements
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Please note, there is a significant difference between Columbia Fds' value and its price as these two are different measures arrived at by different means. Investors typically determine Columbia Fds value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Fds' 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.