Columbia Disciplined Fundamental Relationships

CVQBX -- USA Fund  

USD 10.26  0.03  0.00%

The Drivers Module shows relationships between Columbia Disciplined's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Columbia Disciplined Value B over time as well as its relative position and ranking within its peers. Check also Trending Equities.

Columbia Disciplined Holdings Turnover vs. Cash Position Weight Fundamental Analysis

Columbia Disciplined Value B is third largest fund in cash position weight among similar funds. It is the top fund in holdings turnover among similar funds reporting about  62.94  of Holdings Turnover per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Columbia Disciplined 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
1.43%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the fund total holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Columbia Disciplined 
Holding Turnover 
 = 
Year Cash Flow 
Net Asset 
X
100 
=
90.00%
Investor can think of Holding Turnover as percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.

Columbia Disciplined Holdings Turnover Comparison

Columbia Disciplined is currently under evaluation in holdings turnover among similar funds.

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