Columbia Balanced Fund Quote
| CLREX Fund | USD 49.43 0.07 0.14% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Columbia Balanced is trading at 49.43 as of the 18th of April 2024; that is -0.14 percent decrease since the beginning of the trading day. The fund's open price was 49.5. Columbia Balanced has about a 20 % 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 Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35 percent and 65 percent of its net assets in each asset class, and in any event will invest at least 25 percent and no more than 75 percent of its net assets in each asset class under normal circumstances.. More on Columbia Balanced Fund
Moving together with Columbia Mutual Fund
| 0.83 | CUSHX | Columbia Ultra Short | PairCorr |
| 0.83 | CUSBX | Columbia Ultra Short | PairCorr |
| 0.95 | CDAZX | Multi Manager Direct | PairCorr |
| 0.85 | CUURX | Columbia Small Cap | 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 Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Balanced 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, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Columbia (View all Sectors) |
| Update Date | 31st of March 2024 |
Columbia Balanced Fund [CLREX] is traded in USA and was established 18th of April 2024. Columbia Balanced is listed under Columbia category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Columbia family. This fund currently has accumulated 7.23 B in assets under management (AUM) with no minimum investment requirementsColumbia Balanced is currently producing year-to-date (YTD) return of 3.49% with the current yeild of 0.02%, while the total return for the last 3 years was 3.83%.
Check Columbia Balanced 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 Balanced Fund 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 Balanced Fund Mutual Fund Constituents
| CVX | Chevron Corp | Stock | Energy |
| C | Citigroup | Stock | Financials |
| HON | Honeywell International | Stock | Industrials |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
| RTX | Raytheon Technologies Corp | Stock | Industrials |
| MSFT | Microsoft | Stock | Information Technology |
| MDT | Medtronic PLC | Stock | Health Care |
Columbia Balanced Target Price Odds Analysis
Based on a normal probability distribution, the odds of Columbia Balanced jumping above the current price in 90 days from now is about 63.46%. The Columbia Balanced Fund probability density function shows the probability of Columbia Balanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Columbia Balanced has a beta of 0.7179 suggesting as returns on the market go up, Columbia Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia Balanced Fund will be expected to be much smaller as well. Additionally, columbia Balanced Fund has an alpha of 0.0025, implying that it can generate a 0.002483 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Columbia Balanced to move above the current price in 90 days from now is about 63.46 (This Columbia Balanced Fund probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .
Columbia Balanced Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Balanced market risk premium is the additional return an investor will receive from holding Columbia Balanced 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 Balanced. 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 Balanced's alpha and beta are two of the key measurements used to evaluate Columbia Balanced's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4105 | |||
| Semi Deviation | 0.3967 | |||
| Standard Deviation | 0.5096 | |||
| Variance | 0.2597 |
Columbia Balanced Against Markets
Picking the right benchmark for Columbia Balanced 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 Balanced 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 Balanced is critical whether you are bullish or bearish towards Columbia Balanced Fund at a given time. Please also check how Columbia Balanced'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 Balanced 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?
Run Bollinger Bands Now
Bollinger BandsUse Bollinger Bands indicator to analyze target price for a given investing horizon |
| All Next | Launch Module |
How to buy Columbia Mutual Fund?
Before investing in Columbia Balanced, 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 Balanced. To buy Columbia Balanced fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia Balanced. 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 Balanced fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Columbia Balanced Fund 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 Balanced Fund 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 Balanced Fund, 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 Balanced Fund?
The danger of trading Columbia Balanced Fund 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 Balanced 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 Balanced. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Balanced 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 Balanced Fund. 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 income. Note that the Columbia Balanced information on this page should be used as a complementary analysis to other Columbia Balanced'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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.