Columbia Small Cap Fund Buy Hold or Sell Recommendation

NMSAX Fund  USD 24.60  0.59  2.46%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Columbia Small Cap is 'Strong Sell'. Macroaxis provides Columbia Small buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding NMSAX positions. The advice algorithm takes into account all of Columbia Small's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Columbia Small's buy or sell advice are summarized below:
Real Value
22.45
Hype Value
24.6
Market Value
24.6
Naive Value
24.65
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Columbia Small Cap given historical horizon and risk tolerance towards Columbia Small. When Macroaxis issues a 'buy' or 'sell' recommendation for Columbia Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Columbia Small 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 Small 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 nation.

Execute Columbia Small 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 Small Cap. Macroaxis does not own or have any residual interests in Columbia Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Columbia Small's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Columbia SmallBuy Columbia Small
Strong Sell

Market Performance

WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Almost neglects market trendsDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Columbia Small Cap has a Mean Deviation of 0.8734, Semi Deviation of 1.14, Standard Deviation of 1.13, Variance of 1.28, Downside Variance of 1.38 and Semi Variance of 1.31
Our investment recommendation module complements current analysts and expert consensus on Columbia Small. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Use Columbia Small Cap annual yield and net asset to ensure your buy or sell decision on Columbia Small Cap is adequate.

Columbia Small Trading Alerts and Improvement Suggestions

The fund maintains 99.29% of its assets in stocks

Columbia Small Returns Distribution Density

The distribution of Columbia Small's historical returns is an attempt to chart the uncertainty of Columbia Small's future price movements. The chart of the probability distribution of Columbia Small daily returns describes the distribution of returns around its average expected value. We use Columbia Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Columbia Small returns is essential to provide solid investment advice for Columbia Small.
Mean Return
0.03
Value At Risk
-1.58
Potential Upside
1.78
Standard Deviation
1.13
   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 Small 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 Small 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 Small or Columbia Threadneedle 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 Small's 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
0.05
β
Beta against NYSE Composite-0.26
σ
Overall volatility
1.18
Ir
Information ratio -0.09

Columbia Small Volatility Alert

Columbia Small Cap has relatively low volatility with skewness of -0.5 and kurtosis of 0.92. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Columbia Small's 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 Small's 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 Small Fundamentals Vs Peers

Comparing Columbia Small's 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 Small's direct or indirect competition across all of the common fundamentals between Columbia Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Columbia Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Columbia Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Columbia Small by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Columbia Small to competition
FundamentalsColumbia SmallPeer Average
Price To Earning22.49 X6.53 X
Price To Book2.10 X0.74 X
Price To Sales1.01 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return15.55 %0.39 %
One Year Return16.96 %4.15 %
Three Year Return0.53 %3.60 %
Five Year Return8.59 %3.24 %
Ten Year Return9.54 %1.79 %
Net Asset3.37 B4.11 B
Cash Position Weight0.71 %10.61 %
Equity Positions Weight99.29 %63.90 %

Columbia Small 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 Small Buy or Sell Advice

When is the right time to buy or sell Columbia Small Cap? 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 Small 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.

Did You Try This Idea?

Run Oil And Gas Thematic Idea Now

Oil And Gas
Oil And Gas Theme
Companies involved in drilling, production, and distribution of oil and gas pipelines. The Oil And Gas theme has 47 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 Oil And Gas Theme or any other thematic opportunities.
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Check out Columbia Small 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.
Note that the Columbia Small Cap information on this page should be used as a complementary analysis to other Columbia Small'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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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