Columbia Small Cap Fund Fundamentals
CHHRX Fund | USD 28.00 0.09 0.32% |
Columbia Small Cap fundamentals help investors to digest information that contributes to Columbia Small's financial success or failures. It also enables traders to predict the movement of Columbia Mutual Fund. The fundamental analysis module provides a way to measure Columbia Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Columbia Small mutual fund.
Columbia |
Columbia Ten Year Return Analysis
Columbia Small's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Small Ten Year Return | 15.03 % |
Most of Columbia Small's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Competition |
Columbia Small Ten Year Return Component Assessment
Based on the latest financial disclosure, Columbia Small Cap has a Ten Year Return of 15.03%. This is 74.77% higher than that of the Columbia family and significantly higher than that of the Small Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Columbia Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Small's current stock value. Our valuation model uses many indicators to compare Columbia Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Small competition to find correlations between indicators driving Columbia Small's intrinsic value. More Info.Columbia Small Cap is third largest fund in minimum initial investment among similar funds. It is rated below average in price to sales among similar funds . The ratio of Minimum Initial Investment to Price To Sales for Columbia Small Cap is about 1,333 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Columbia Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Columbia Small's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Small's earnings, one of the primary drivers of an investment's value.Columbia Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Small's direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Columbia Small could also be used in its relative valuation, which is a method of valuing Columbia Small by comparing valuation metrics of similar companies.Columbia Small is currently under evaluation in price to book among similar funds.
Fund Asset Allocation for Columbia Small
The fund invests 99.43% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.57%) .Asset allocation divides Columbia Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Columbia Fundamentals
Price To Earning | 26.74 X | |||
Price To Book | 3.23 X | |||
Price To Sales | 1.50 X | |||
Total Asset | 3.21 B | |||
Year To Date Return | 12.45 % | |||
One Year Return | 34.40 % | |||
Three Year Return | (5.71) % | |||
Five Year Return | 11.76 % | |||
Ten Year Return | 15.03 % | |||
Net Asset | 580.9 M | |||
Minimum Initial Investment | 2 K | |||
Cash Position Weight | 0.57 % | |||
Equity Positions Weight | 99.43 % |
About Columbia Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Columbia Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Growth Index at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.
Pair Trading with Columbia Small
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Columbia Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Columbia Small will appreciate offsetting losses from the drop in the long position's value.Moving together with Columbia Mutual Fund
0.72 | USG | USCF Gold Strategy Symbol Change | PairCorr |
0.86 | CLWFX | Columbia Large Cap | PairCorr |
0.93 | CLXRX | Columbia Large Cap | PairCorr |
0.85 | CUSHX | Columbia Ultra Short | PairCorr |
The ability to find closely correlated positions to Columbia Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Columbia Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Columbia Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Columbia Small Cap to buy it.
The correlation of Columbia Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Columbia Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Columbia Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Columbia Small Piotroski F Score and Columbia Small Altman Z Score analysis. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Complementary Tools for Columbia Mutual Fund analysis
When running Columbia Small's price analysis, check to measure Columbia Small's 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 Small is operating at the current time. Most of Columbia Small's value examination focuses on studying past and present price action to predict the probability of Columbia Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Columbia Small's price. Additionally, you may evaluate how the addition of Columbia Small to your portfolios can decrease your overall portfolio volatility.
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