Columbia Balanced Competition

CBLAX Fund

USD 55.28 0.14 0.25%

Columbia Balanced competes with Columbia Ultra, Columbia Integrated, Columbia Integrated, Columbia Integrated, and Columbia Integrated; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of Columbia Threadneedle family. Analyzing Columbia Balanced competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Columbia Balanced to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Columbia Balanced Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Columbia Balanced competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
54.81	55.28	55.75

Details

Intrinsic

Valuation

Low	Real	High
54.49	54.96	55.43

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Columbia Balanced. Your research has to be compared to or analyzed against Columbia Balanced's peers to derive any actionable benefits. When done correctly, Columbia Balanced's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Columbia Balanced.

Columbia Balanced Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Columbia Balanced and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Columbia and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Columbia Balanced does not affect the price movement of the other competitor.

	CUSOX	ILGCX	ILGGX	ILGFX	ILGJX	SSCVX	ILVBX	ILVFX	ILVEX	LHIAX
CUSOX		0.8	0.8	0.79	0.8	0.68	0.79	0.8	0.79	-0.01	CUSOX
ILGCX	0.8		1.0	0.96	1.0	0.89	0.94	0.94	0.91	-0.2	ILGCX
ILGGX	0.8	1.0		0.96	1.0	0.89	0.94	0.94	0.91	-0.2	ILGGX
ILGFX	0.79	0.96	0.96		0.96	0.87	0.93	0.93	0.95	-0.21	ILGFX
ILGJX	0.8	1.0	1.0	0.96		0.89	0.94	0.94	0.92	-0.2	ILGJX
SSCVX	0.68	0.89	0.89	0.87	0.89		0.97	0.97	0.93	-0.24	SSCVX
ILVBX	0.79	0.94	0.94	0.93	0.94	0.97		1.0	0.97	-0.21	ILVBX
ILVFX	0.8	0.94	0.94	0.93	0.94	0.97	1.0		0.97	-0.21	ILVFX
ILVEX	0.79	0.91	0.91	0.95	0.92	0.93	0.97	0.97		-0.19	ILVEX
LHIAX	-0.01	-0.2	-0.2	-0.21	-0.2	-0.24	-0.21	-0.21	-0.19		LHIAX
	CUSOX	ILGCX	ILGGX	ILGFX	ILGJX	SSCVX	ILVBX	ILVFX	ILVEX	LHIAX

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High positive correlations

ILGGX	+ 1.0	ILGCX
ILGJX	+ 1.0	ILGCX
ILGJX	+ 1.0	ILGGX
ILVFX	+ 1.0	ILVBX
ILVBX	+ 0.97	SSCVX
ILVFX	+ 0.97	SSCVX

High negative correlations

LHIAX	- 0.24	SSCVX
LHIAX	- 0.21	ILVFX
LHIAX	- 0.21	ILVBX
LHIAX	- 0.21	ILGFX
LHIAX	- 0.2	ILGJX
LHIAX	- 0.2	ILGGX

Risk-Adjusted Indicators

There is a big difference between Columbia Mutual Fund performing well and Columbia Balanced Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Columbia Balanced's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
CUSOX	0.05	0.01	0.00	(0.67)	0.00	0.00	0.11	(0.11)	0.55
ILGCX	0.73	0.00	(0.01)	0.12	1.12	(0.69)	1.49	(2.11)	4.98
ILGGX	0.73	0.00	0.00	0.12	1.14	(0.69)	1.48	(2.10)	5.00
ILGFX	0.74	0.13	0.01	(14.95)	1.11	(0.72)	1.48	(2.10)	5.01
ILGJX	0.73	0.00	0.00	0.12	1.14	(0.69)	1.48	(2.13)	4.98
SSCVX	0.84	(0.01)	0.04	0.11	0.77	(0.99)	1.88	(1.48)	6.90
ILVBX	0.56	0.02	0.02	0.15	0.37	(0.68)	1.17	(0.84)	3.65
ILVFX	0.55	0.03	0.02	0.15	0.35	(0.67)	1.16	(0.81)	3.56
ILVEX	0.56	0.13	0.03	2.32	0.33	(0.69)	1.18	(0.83)	3.59
LHIAX	0.20	0.02	(0.21)	(0.06)	0.32	(0.26)	0.43	(0.43)	2.04

Unable to evaluate fundamental data of [CUSOX, ILGCX, ILGGX, ILGFX, ILGJX, SSCVX, ILVBX, ILVFX, ILVEX, LHIAX] at this time. Please try again later

All Fundamental Data

Columbia Balanced Competitive Analysis

The better you understand Columbia Balanced competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Columbia Balanced's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Columbia Balanced's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CBLAX	CUSOX	ILGCX	ILGGX	ILGFX	ILGJX	SSCVX	ILVBX	ILVFX	ILVEX
	0.25 55.28 Columbia	0.00 9.25 Columbia	0.93 23.90 Columbia	0.95 24.48 Columbia	0.29 24.15 Columbia	0.94 24.59 Columbia	1.00 22.86 Columbia	0.13 15.90 Columbia	0.12 16.02 Columbia	0.90 15.78 Columbia
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Solid	Good	Good	Good	Good	OK	Solid	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Sell	Hold	Hold	Strong Sell	Hold	Strong Hold	Buy	Buy	Strong Buy
Net Asset	7.9 B	1.4 B	280.53 M	246.27 M	280.53 M	273.63 M	478.53 M	189.7 M	185.59 M	189.7 M
Minimum Initial Investment	2 K	N/A	N/A	N/A	1000 K	N/A	N/A	N/A	N/A	1000 K
Price To Book	2.61	N/A	N/A	N/A	N/A	N/A	1.56	N/A	N/A	N/A
Five Year Return	9.97	2.7	N/A	N/A	N/A	N/A	12.04	N/A	N/A	N/A
One Year Return	20.77	6.23	N/A	N/A	N/A	N/A	35.33	N/A	N/A	N/A
Last Dividend Paid	0.08	N/A	0.04	N/A	0.08	0.11	N/A	0.05	N/A	0.06
Price To Earning	19.81	N/A	N/A	N/A	N/A	N/A	15.84	N/A	N/A	N/A
Price To Sales	1.93	N/A	N/A	N/A	N/A	N/A	0.74	N/A	N/A	N/A
Cash Position Weight	5.86	2.94	1.52	0.89	N/A	1.52	1.14	1.08	0.67	N/A
Equity Positions Weight	55.65	N/A	98.48	99.11	100.0	98.48	98.86	98.91	99.33	100.0
Three Year Return	5.46	3.92	N/A	N/A	N/A	N/A	5.47	N/A	N/A	N/A
Annual Yield	0.0167	0.002	2.0E-4	0.0013	0.0014	0.0021	0.0065	0.0104	0.0125	0.0125
Year To Date Return	15.08	5.37	N/A	N/A	N/A	N/A	22.71	N/A	N/A	N/A
Bond Positions Weight	38.22	12.73	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	9.34	1.05	N/A	N/A	N/A	N/A	7.0	N/A	N/A	N/A
Daily Balance Of Power	9.2 T	0.0	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Day Typical Price	55.28	9.25	23.9	24.48	24.15	24.59	22.86	15.9	16.02	15.78
Period Momentum Indicator	0.14	N/A	0.22	0.23	0.07	0.23	(0.23)	0.02	0.02	0.14
Rate Of Daily Change	1.0	1.0	1.01	1.01	1.0	1.01	0.99	1.0	1.0	1.01
Day Median Price	55.28	9.25	23.9	24.48	24.15	24.59	22.86	15.9	16.02	15.78
Price Action Indicator	0.07	N/A	0.11	0.12	0.035	0.12	(0.12)	0.01	0.01	0.07
Coefficient Of Variation	1233.21	464.1	863.86	860.31	760.23	854.81	728.87	523.07	513.11	488.18
Mean Deviation	0.3367	0.051	0.7282	0.7277	0.7418	0.7271	0.8369	0.5606	0.5511	0.5603
Jensen Alpha	(0.03)	0.0135	(0)	(0)	0.1311	(0.0009)	(0.01)	0.024	0.0263	0.1316
Total Risk Alpha	(0.04)	(0)	(0.05)	(0.05)	(0.04)	(0.05)	(0.03)	0.016	0.0183	0.026
Sortino Ratio	(0.18)	N/A	(0.01)	(0)	0.0088	(0)	0.0394	0.0163	0.0183	0.0342
Downside Variance	0.2563	N/A	1.7	1.68	1.69	1.69	0.9097	0.3512	0.3377	0.3461
Standard Deviation	0.4587	0.0998	1.05	1.05	1.07	1.05	1.21	0.7235	0.7145	0.7261
Kurtosis	1.2	12.2	1.67	1.65	1.56	1.66	7.06	2.52	2.61	2.42
Potential Upside	0.7504	0.1096	1.49	1.48	1.48	1.48	1.88	1.17	1.16	1.18
Treynor Ratio	0.059	(0.67)	0.1159	0.1161	(14.95)	0.1177	0.1111	0.1459	0.149	2.32
Maximum Drawdown	2.33	0.547	4.98	5.0	5.01	4.98	6.9	3.65	3.56	3.59
Variance	0.2104	0.01	1.11	1.11	1.13	1.11	1.47	0.5234	0.5106	0.5272
Market Risk Adjusted Performance	0.069	(0.66)	0.1259	0.1261	(14.94)	0.1277	0.1211	0.1559	0.159	2.33
Risk Adjusted Performance	0.0553	0.0981	0.0912	0.0916	0.1034	0.0922	0.1085	0.1455	0.1483	0.156
Skewness	(0.52)	3.32	(0.69)	(0.66)	(0.68)	(0.69)	1.47	0.8256	0.8438	0.8621
Semi Deviation	0.4219	N/A	1.12	1.14	1.11	1.14	0.7666	0.3742	0.3482	0.3294
Information Ratio	(0.20)	(1.07)	(0.01)	(0.01)	0.0108	(0.01)	0.031	0.0134	0.0149	0.0277
Value At Risk	(0.92)	(0.11)	(2.11)	(2.10)	(2.10)	(2.13)	(1.48)	(0.84)	(0.81)	(0.83)
Expected Short fall	(0.35)	N/A	(0.69)	(0.69)	(0.72)	(0.69)	(0.99)	(0.68)	(0.67)	(0.69)
Downside Deviation	0.5063	N/A	1.3	1.3	1.3	1.3	0.9538	0.5926	0.5811	0.5883
Semi Variance	0.178	N/A	1.26	1.3	1.23	1.3	0.5876	0.14	0.1212	0.1085

Columbia Balanced Competition Performance Charts

Five steps to successful analysis of Columbia Balanced Competition

Columbia Balanced's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Columbia Balanced in relation to its competition. Columbia Balanced's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Columbia Balanced in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Columbia Balanced's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Columbia Balanced, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Columbia Balanced position

In addition to having Columbia Balanced in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Companies providing management services to businesses. The Management theme has 39 constituents at this time.

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Other Information on Investing in Columbia Mutual Fund

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