Columbia Disciplined Fundamental Relationships

CVQBX -- USA Fund  

USD 10.26  0.03  0.29%

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 Year to Date Return vs. Cash Position Weight Fundamental Analysis

Columbia Disciplined Value B is rated below average in cash position weight among similar funds. It is rated below average in year to date return among similar funds .
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Columbia Disciplined 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(0.63) %
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Columbia Disciplined Year to Date Return Comparison

Columbia Disciplined is currently under evaluation in year to date return among similar funds.

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