Columbia Overseas Value Fund Buy Hold or Sell Recommendation

COCVX Fund  USD 10.64  0.09  0.85%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Columbia Overseas Value is 'Strong Hold'. Macroaxis provides Columbia Overseas buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding COCVX positions. The advice algorithm takes into account all of Columbia Overseas' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Columbia Overseas' buy or sell advice are summarized below:
Real Value
10.43
Hype Value
10.55
Market Value
10.64
Naive Value
10.47
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Columbia Overseas Value given historical horizon and risk tolerance towards Columbia Overseas. When Macroaxis issues a 'buy' or 'sell' recommendation for Columbia Overseas Value, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Columbia Overseas Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Columbia and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Columbia Overseas Value. 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 real.

Execute Columbia Overseas Buy or Sell Advice

The Columbia recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Columbia Overseas Value. Macroaxis does not own or have any residual interests in Columbia Overseas Value or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Columbia Overseas' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Columbia OverseasBuy Columbia Overseas
Strong Hold

Market Performance

WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Columbia Overseas Value has a Risk Adjusted Performance of 0.0473, Jensen Alpha of (0), Total Risk Alpha of (0.02), Sortino Ratio of (0.01) and Treynor Ratio of 0.0476
Our trade advice tool can cross-verify current analyst consensus on Columbia Overseas Value and to analyze the fund potential to grow in the current economic cycle. Use Columbia Overseas Value total asset and ten year return to ensure your buy or sell decision on Columbia Overseas Value is adequate.

Columbia Overseas Trading Alerts and Improvement Suggestions

The fund holds 99.62% of its assets under management (AUM) in equities

Columbia Overseas Returns Distribution Density

The distribution of Columbia Overseas' historical returns is an attempt to chart the uncertainty of Columbia Overseas' future price movements. The chart of the probability distribution of Columbia Overseas daily returns describes the distribution of returns around its average expected value. We use Columbia Overseas Value price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Columbia Overseas returns is essential to provide solid investment advice for Columbia Overseas.
Mean Return
0.05
Value At Risk
-1.29
Potential Upside
1.32
Standard Deviation
0.84
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Columbia Overseas historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Columbia Overseas Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Columbia Overseas or Columbia sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Columbia Overseas' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Columbia fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.0037
β
Beta against NYSE Composite0.89
σ
Overall volatility
0.84
Ir
Information ratio -0.01

Columbia Overseas Volatility Alert

Columbia Overseas Value has low volatility with Treynor Ratio of 0.05, Maximum Drawdown of 6.69 and kurtosis of 1.64. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Columbia Overseas' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Columbia Overseas' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Columbia Overseas Fundamentals Vs Peers

Comparing Columbia Overseas' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Columbia Overseas' direct or indirect competition across all of the common fundamentals between Columbia Overseas and the related equities. This way, we can detect undervalued stocks with similar characteristics as Columbia Overseas or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Columbia Overseas' fundamental indicators could also be used in its relative valuation, which is a method of valuing Columbia Overseas by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Columbia Overseas to competition
FundamentalsColumbia OverseasPeer Average
Price To Earning11.29 X6.53 X
Price To Book1.11 X0.74 X
Price To Sales0.82 X0.61 X
Annual Yield0.03 %0.29 %
Year To Date Return0.86 %0.39 %
One Year Return14.08 %4.15 %
Three Year Return2.64 %3.60 %
Five Year Return5.17 %3.24 %
Ten Year Return4.05 %1.79 %
Net Asset1.8 B4.11 B
Last Dividend Paid0.020.65
Cash Position Weight0.38 %10.61 %
Equity Positions Weight99.62 %63.90 %

Columbia Overseas Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Columbia . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Columbia Overseas Buy or Sell Advice

When is the right time to buy or sell Columbia Overseas Value? Buying financial instruments such as Columbia Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Columbia Overseas in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Small Value Funds
Small Value Funds Theme
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 34 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Value Funds Theme or any other thematic opportunities.
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Check out Columbia Overseas Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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Please note, there is a significant difference between Columbia Overseas' value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Overseas is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Overseas' 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.