Columbia Disciplined Growth Fund Quote
| CGQYX Fund | USD 10.39 0.05 0.48% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Columbia Disciplined is trading at 10.39 as of the 19th of April 2024; that is -0.48 percent decrease since the beginning of the trading day. The fund's open price was 10.44. Columbia Disciplined has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Columbia Disciplined Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 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 companies with market capitalizations greater than 5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000 Growth Index at the time of purchase.. More on Columbia Disciplined Growth
Moving together with Columbia Mutual Fund
| 0.82 | CVVRX | Columbia Small Cap | PairCorr |
| 0.89 | SGTRX | Columbia Seligman Global | PairCorr |
| 0.99 | CLWFX | Columbia Large Cap | PairCorr |
| 0.99 | CMTFX | Columbia Global Tech | PairCorr |
| 0.98 | FAFGX | American Funds | PairCorr |
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 Disciplined's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Disciplined or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Columbia Funds, Large Growth Funds, Large Growth, Columbia (View all Sectors) |
| Update Date | 31st of March 2024 |
Columbia Disciplined Growth [CGQYX] is traded in USA and was established 19th of April 2024. Columbia Disciplined 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 587.01 M in assets under management (AUM) with no minimum investment requirementsColumbia Disciplined is currently producing year-to-date (YTD) return of 10.5%, while the total return for the last 3 years was 10.36%.
Check Columbia Disciplined 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 Disciplined Growth 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 Disciplined Growth Mutual Fund Constituents
| BKNG | Booking Holdings | Stock | Consumer Discretionary |
| LLY | Eli Lilly and | Stock | Health Care |
| BA | The Boeing | Stock | Industrials |
| HD | Home Depot | Stock | Consumer Discretionary |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
| V | Visa Class A | Stock | Financials |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Columbia Disciplined Target Price Odds Analysis
Based on a normal probability distribution, the odds of Columbia Disciplined jumping above the current price in 90 days from now is about 70.31%. The Columbia Disciplined Growth probability density function shows the probability of Columbia Disciplined mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1507 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Columbia Disciplined will likely underperform. Additionally, columbia Disciplined Growth has an alpha of 0.0114, implying that it can generate a 0.0114 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Columbia Disciplined to move above the current price in 90 days from now is about 70.31 (This Columbia Disciplined Growth probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .
Columbia Disciplined Top Holders
| CPDAX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
| CPANX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
| RBGCX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
| CPAZX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
| CPARX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
| AXBAX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
| CPDIX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Columbia Disciplined Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Disciplined market risk premium is the additional return an investor will receive from holding Columbia Disciplined 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 Disciplined. 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 Disciplined's alpha and beta are two of the key measurements used to evaluate Columbia Disciplined's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7642 | |||
| Semi Deviation | 0.8065 | |||
| Standard Deviation | 0.989 | |||
| Variance | 0.9781 |
Columbia Disciplined Against Markets
Picking the right benchmark for Columbia Disciplined 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 Disciplined 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 Disciplined is critical whether you are bullish or bearish towards Columbia Disciplined Growth at a given time. Please also check how Columbia Disciplined'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 Disciplined 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.Did you try this?
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Portfolio OptimizationCompute new portfolio that will generate highest expected return given your specified tolerance for risk |
| All Next | Launch Module |
How to buy Columbia Mutual Fund?
Before investing in Columbia Disciplined, 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 Disciplined. To buy Columbia Disciplined fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia Disciplined. 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 Disciplined fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Columbia Disciplined Growth 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 Disciplined Growth 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 Disciplined Growth, 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 Disciplined Growth?
The danger of trading Columbia Disciplined Growth 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 Disciplined 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 Disciplined. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Disciplined 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 Disciplined Growth. 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 manufacturing. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.