Columbia Diversified Competition

Mutual Funds . USA . 
Fund . Columbia Diversified Equity
INDZX Fund  USD 18.37  0.16  0.88%   
Columbia Diversified competes with Federated Mdt, Nationwide Ziegler, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under Large Value category and is part of Columbia Threadneedle family. Analyzing Columbia Diversified 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 Diversified to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Columbia Diversified 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 Diversified competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
17.7018.3719.04
Details
Intrinsic
Valuation
LowRealHigh
17.3518.0218.69
Details
Naive
Forecast
LowNextHigh
17.5918.2618.93
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.9118.2018.49
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Columbia Diversified. Your research has to be compared to or analyzed against Columbia Diversified's peers to derive any actionable benefits. When done correctly, Columbia Diversified'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 Diversified.

Columbia Diversified Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Columbia Diversified 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 Diversified does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
NWJFX
+ 0.73
FSTRX
LBHIX
+ 0.69
FSTRX
MSTSX
+ 0.69
NWJFX
LBHIX
+ 0.69
MSTSX
MSTSX
+ 0.68
FSTRX
LBHIX
+ 0.6
ABHYX
  
High negative correlations   
VIASP
- 0.78
SCAXF
444859BR2
- 0.74
FSTRX
LBHIX
- 0.61
444859BR2
444859BR2
- 0.58
NWJFX
MSTSX
- 0.54
444859BR2
SCAXF
- 0.51
FSTRX

Risk-Adjusted Indicators

There is a big difference between Columbia Mutual Fund performing well and Columbia Diversified 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 Diversified'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
FSTRX  0.53  0.06  0.06  0.19  0.28 
(0.62)
 1.17 
(0.86)
 3.58 
NWJFX  0.80  0.02 (0.09)(0.07) 1.14 
(0.79)
 1.62 
(1.93)
 5.14 
444859BR2  1.31 (0.16) 0.00 (0.06) 0.00 
 0.00 
 5.93 
(4.59)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.13) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.50 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
ABHYX  0.16  0.00 (0.25) 0.05  0.26 
(0.24)
 0.34 
(0.33)
 1.91 
LBHIX  0.11  0.02 (0.41) 2.96  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
SCAXF  0.70 (0.41) 0.00 (0.99) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.72  0.00 (0.02) 0.00  1.05 
(0.80)
 2.28 
(1.15)
 7.18 
All Fundamental Data

Columbia Diversified Competitive Analysis

The better you understand Columbia Diversified competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Columbia Diversified'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 Diversified'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
INDZX FSTRX NWJFX 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF
 0.88 
 18.37 
Columbia
 0.95 
 37.27 
Federated
 1.36 
 136.28 
Nationwide
 0.35 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.43 
 11.73 
Morningstar
 0.11 
 8.95 
High-yield
 0.24 
 4.25 
Thrivent
 23.47 
 0.01 
Sparta
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
OK
Solid
Insignificant
Very Weak
Very Weak
Very Weak
Insignificant
Insignificant
Good
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Over Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly 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)
Strong Sell
Buy
Strong Sell
Strong Hold
Strong Sell
Cautious Hold
Hold
Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
Net Asset
2.3 B
1.08 B
621.32 M
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
Price To Book
2.0
1.25
3.38
N/A
N/A
0.99
N/A
N/A
1.58
34.42
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
Five Year Return
10.78
13.6
14.93
N/A
N/A
3.98
8.6
1.68
3.31
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
One Year Return
26.96
37.31
29.08
N/A
N/A
N/A
19.87
12.1
11.68
N/A
Beta
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
Cash Position Weight
1.11
1.88
0.06
N/A
N/A
N/A
14.28
0.1
6.56
N/A
Equity Positions Weight
98.04
98.12
99.94
N/A
N/A
N/A
61.63
N/A
0.07
N/A
Number Of Employees
1
1
1
N/A
7
36
1
1
1
8
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
Three Year Return
7.81
11.52
7.8
N/A
N/A
N/A
7.0
-0.71
2.59
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
Annual Yield
0.0137
0.0089
0.0053
N/A
N/A
0.0543
0.021
0.0041
0.0617
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
22.72
2.0
92.23
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
50 K
N/A
N/A
N/A
N/A
N/A
2 K
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Total Asset
1.54 B
513.2 M
801.24 M
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
Last Dividend Paid
0.05
0.08
0.22
N/A
N/A
4.6
N/A
0.03
0.02
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
Target Price
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
Price To Earning
17.48
2.75
20.79
N/A
-0.22
9.18
N/A
N/A
35.48
19.55
Price To Sales
1.67
0.67
2.56
N/A
N/A
0.0285
N/A
N/A
1.23
0.63
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
Year To Date Return
18.77
26.41
19.0
N/A
N/A
N/A
13.69
5.77
6.69
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
Ten Year Return
9.28
10.11
16.02
N/A
N/A
N/A
N/A
4.84
6.0
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
Day Typical Price
18.37
37.27
136.28
80.35
0.006
4.23
11.73
8.95
4.25
0.015
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
0.0
0.0
9.2 T
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
Period Momentum Indicator
0.16
0.35
1.83
(0.28)
N/A
N/A
0.05
(0.01)
0.01
(0)
Rate Of Daily Change
1.01
1.01
1.01
1.0
1.0
1.0
1.0
1.0
1.0
0.77
Day Median Price
18.37
37.27
136.28
80.35
0.006
4.23
11.73
8.95
4.25
0.015
Price Action Indicator
0.08
0.18
0.92
(0.14)
N/A
N/A
0.025
(0.01)
0.005
(0)
Relative Strength Index
34.12
6.82
22.96
46.12
N/A
18.98
13.35
50.42
11.7
N/A
Coefficient Of Variation
735.23
410.94
5885.14
(6,593)
N/A
25169.77
1372.45
2326.43
583.8
(812.40)
Mean Deviation
0.5193
0.5273
0.8
1.31
N/A
1.27
0.4952
0.1645
0.1099
0.7004
Jensen Alpha
0.0824
0.0578
0.0224
(0.16)
N/A
(0.13)
(0.04)
(0)
0.0182
(0.41)
Total Risk Alpha
(0.02)
0.0492
(0.16)
(0.45)
N/A
(0.65)
(0.06)
(0.04)
(0.01)
(0.82)
Sortino Ratio
(0.07)
0.0634
(0.09)
N/A
N/A
N/A
(0.13)
(0.25)
(0.41)
N/A
Downside Variance
0.3067
0.3383
1.46
N/A
N/A
N/A
0.4204
0.2181
0.0625
N/A
Standard Deviation
0.6648
0.689
1.07
2.57
N/A
4.2
0.6394
0.2862
0.1689
2.89
Kurtosis
1.59
1.5
0.9754
5.84
N/A
11.15
(0)
8.65
3.69
66.0
Potential Upside
1.05
1.17
1.62
5.93
N/A
N/A
1.21
0.3382
0.2381
N/A
Treynor Ratio
(5.03)
0.1906
(0.07)
(0.06)
N/A
0.0058
0.0585
0.0513
2.96
(0.99)
Maximum Drawdown
3.26
3.58
5.14
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
Variance
0.442
0.4748
1.14
6.61
N/A
17.65
0.4088
0.0819
0.0285
8.35
Market Risk Adjusted Performance
(5.02)
0.2006
(0.06)
(0.05)
N/A
0.0158
0.0685
0.0613
2.97
(0.98)
Risk Adjusted Performance
0.1028
0.1855
0.0158
(0)
N/A
0.0112
0.0539
0.0162
0.096
(0.09)
Skewness
0.6903
0.5333
(0.52)
1.05
N/A
0.4951
0.1122
(1.71)
1.16
(8.12)
Semi Deviation
0.387
0.2848
1.14
N/A
N/A
N/A
0.5171
0.2592
0.0
N/A
Information Ratio
(0.06)
0.0535
(0.11)
(0.07)
N/A
(0.03)
(0.13)
(0.41)
(0.60)
(0.17)
Value At Risk
(0.79)
(0.86)
(1.93)
(4.59)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
Expected Short fall
(0.62)
(0.62)
(0.79)
N/A
N/A
N/A
(0.61)
(0.24)
(0.29)
N/A
Downside Deviation
0.5538
0.5816
1.21
N/A
N/A
N/A
0.6484
0.467
0.25
N/A
Semi Variance
0.1497
0.0811
1.3
N/A
N/A
N/A
0.2674
0.0672
(0.02)
N/A

Columbia Diversified Competition Performance Charts

Five steps to successful analysis of Columbia Diversified Competition

Columbia Diversified'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 Diversified in relation to its competition. Columbia Diversified's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Columbia Diversified 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 Diversified's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Columbia Diversified, 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 Diversified position

In addition to having Columbia Diversified 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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Run Consumer Staples ETFs Thematic Idea Now

Consumer Staples ETFs
Consumer Staples ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Consumer Staples ETFs theme has 13 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Staples ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund

Columbia Diversified financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Diversified security.
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