Columbia Seligman Competition

SHGTX Fund

USD 82.39 0.79 0.97%

Columbia Seligman Global competes with Aqr Large, Legg Mason, T Rowe, Goldman Sachs, and Aqr Large; as well as few others. The fund is listed under Technology category and is part of Columbia Threadneedle family. Analyzing Columbia Seligman 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 Seligman to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Columbia Seligman 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 Seligman competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Columbia Seligman's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
81.19	82.39	83.59

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Intrinsic

Valuation

Low	Real	High
76.66	77.86	90.63

Details

Columbia Seligman Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Columbia Seligman 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 Seligman Global does not affect the price movement of the other competitor.

	QCERX	LBWCX	TADGX	GMYPX	AMONX	SLCAX	MSTSX	TFCCX
QCERX		0.96	0.77	0.93	0.95	0.98	0.64	0.91	QCERX
LBWCX	0.96		0.73	0.92	0.92	0.96	0.55	0.94	LBWCX
TADGX	0.77	0.73		0.85	0.78	0.77	0.73	0.72	TADGX
GMYPX	0.93	0.92	0.85		0.96	0.95	0.72	0.93	GMYPX
AMONX	0.95	0.92	0.78	0.96		0.95	0.68	0.93	AMONX
SLCAX	0.98	0.96	0.77	0.95	0.95		0.67	0.9	SLCAX
MSTSX	0.64	0.55	0.73	0.72	0.68	0.67		0.46	MSTSX
TFCCX	0.91	0.94	0.72	0.93	0.93	0.9	0.46		TFCCX
	QCERX	LBWCX	TADGX	GMYPX	AMONX	SLCAX	MSTSX	TFCCX

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Risk-Adjusted Indicators

There is a big difference between Columbia Mutual Fund performing well and Columbia Seligman 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 Seligman'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
QCERX	0.64	0.11	0.00	1.79	0.72	(0.70)	1.52	(1.22)	4.31
LBWCX	0.59	0.13	0.01	(42.30)	0.36	(0.73)	1.27	(0.93)	4.72
TADGX	0.48	(0.04)	(0.12)	0.06	0.52	(0.51)	0.99	(0.94)	2.87
GMYPX	0.50	0.01	(0.03)	0.13	0.35	(0.62)	1.09	(0.87)	3.62
AMONX	0.69	0.01	0.02	0.13	0.86	(0.72)	1.63	(1.30)	4.55
SLCAX	0.54	0.11	(0.01)	7.56	0.55	(0.60)	1.19	(1.11)	3.63
MSTSX	0.48	(0.05)	(0.15)	0.04	0.53	(0.58)	1.03	(1.02)	2.80
TFCCX	0.50	0.02	(0.02)	0.14	0.38	(0.58)	0.93	(0.98)	3.59

Unable to evaluate fundamental data of [QCERX, LBWCX, TADGX, GMYPX, AMONX, SLCAX, MSTSX, TFCCX] at this time. Please try again later

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Columbia Seligman Competitive Analysis

The better you understand Columbia Seligman competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Columbia Seligman'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 Seligman'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

	SHGTX	QCERX	LBWCX	TADGX	GMYPX	AMONX	SLCAX	MSTSX	TFCCX
	0.97 82.39 Columbia	0.70 21.56 AQR	0.91 23.21 Legg	0.64 83.64 TADGX	0.77 19.58 GOLDMAN	0.04 25.69 Aqr	0.46 17.29 Siit	0.51 11.79 Morningstar	0.83 20.63 Touchstone
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	OK	Good	OK	Good	Good	Good	Modest	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Cautious Hold	Strong Hold	Strong Hold	Strong Hold	Cautious Hold	Strong Hold	Strong Hold
Holdings Turnover	N/A	N/A	N/A	N/A	N/A	N/A	N/A	269.0	N/A
Net Asset	1.89 B	1.95 B	989.75 M	9.39 B	352.07 M	715.5 M	1.44 B	116.1 M	273.82 M
Minimum Initial Investment	N/A	50 M	N/A	N/A	N/A	N/A	100 K	N/A	N/A
Price To Book	3.63	2.31	2.0	3.07	N/A	N/A	2.08	N/A	2.44
Five Year Return	21.81	15.37	11.0	11.78	11.8	16.04	13.27	8.6	9.57
One Year Return	33.79	33.13	33.48	22.71	31.77	39.94	31.84	19.87	23.82
Last Dividend Paid	0.01	N/A	0.08	0.1	N/A	N/A	0.06	N/A	N/A
Price To Earning	19.64	16.23	15.68	9.34	5.62	N/A	17.47	N/A	18.26
Price To Sales	2.74	1.39	1.38	2.0	N/A	N/A	1.44	N/A	1.78
Cash Position Weight	1.21	1.06	0.84	4.04	0.46	0.88	2.85	14.28	0.97
Equity Positions Weight	98.69	95.04	99.15	95.96	99.54	94.9	97.14	61.63	99.03
Three Year Return	9.13	10.73	9.65	6.84	10.36	8.2	9.03	7.0	5.78
Annual Yield	N/A	0.0123	0.0037	0.0078	0.0113	0.0068	0.0158	0.021	N/A
Year To Date Return	24.68	26.3	25.19	16.37	23.38	33.47	25.01	13.69	19.37
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	22.72	N/A
Ten Year Return	16.24	N/A	N/A	12.53	8.13	12.34	11.41	N/A	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	82.39	21.56	23.21	83.64	19.58	25.69	17.29	11.79	20.63
Period Momentum Indicator	0.79	0.15	0.21	0.53	0.15	0.01	0.08	0.06	0.17
Rate Of Daily Change	1.01	1.01	1.01	1.01	1.01	1.0	1.0	1.01	1.01
Day Median Price	82.39	21.56	23.21	83.64	19.58	25.69	17.29	11.79	20.63
Price Action Indicator	0.4	0.075	0.11	0.27	0.075	0.005	0.04	0.03	0.085
Coefficient Of Variation	961.31	712.48	585.17	1127.53	601.19	679.4	600.7	1873.74	569.52
Mean Deviation	0.8417	0.6353	0.585	0.4801	0.4978	0.693	0.5377	0.4801	0.4984
Jensen Alpha	(0.02)	0.107	0.1273	(0.04)	0.0056	0.0119	0.1094	(0.05)	0.0152
Total Risk Alpha	(0.07)	(0.02)	0.0026	(0.05)	(0)	(0.02)	(0)	(0.07)	0.0034
Sortino Ratio	(0)	(0)	0.0141	(0.12)	(0.03)	0.0154	(0.01)	(0.15)	(0.02)
Downside Variance	1.94	0.8176	0.3445	0.3566	0.3228	1.14	0.564	0.4204	0.3758
Standard Deviation	1.19	0.8876	0.8011	0.611	0.6589	0.9855	0.7275	0.6193	0.6594
Kurtosis	2.62	2.19	6.05	0.467	2.23	2.46	1.63	0.0373	3.68
Potential Upside	1.58	1.52	1.27	0.9909	1.09	1.63	1.19	1.03	0.9326
Treynor Ratio	0.1031	1.79	(42.30)	0.0603	0.1256	0.13	7.56	0.0382	0.1386
Maximum Drawdown	5.54	4.31	4.72	2.87	3.62	4.55	3.63	2.8	3.59
Variance	1.43	0.7879	0.6417	0.3733	0.4341	0.9712	0.5292	0.3836	0.4348
Market Risk Adjusted Performance	0.1131	1.8	(42.29)	0.0703	0.1356	0.14	7.57	0.0482	0.1486
Risk Adjusted Performance	0.0831	0.1087	0.1311	0.0653	0.1255	0.1147	0.1267	0.0384	0.1326
Skewness	(0.83)	(0.02)	1.56	0.2454	0.7529	(0.26)	0.0328	0.0305	0.8759
Semi Deviation	1.22	0.7185	0.3638	0.5159	0.3514	0.8572	0.5467	0.5304	0.3832
Information Ratio	(0)	(0)	0.0103	(0.12)	(0.03)	0.0167	(0.01)	(0.15)	(0.02)
Value At Risk	(1.78)	(1.22)	(0.93)	(0.94)	(0.87)	(1.30)	(1.11)	(1.02)	(0.98)
Expected Short fall	(0.87)	(0.70)	(0.73)	(0.51)	(0.62)	(0.72)	(0.60)	(0.58)	(0.58)
Downside Deviation	1.39	0.9042	0.5869	0.5971	0.5681	1.07	0.751	0.6484	0.613
Semi Variance	1.49	0.5163	0.1324	0.2661	0.1235	0.7347	0.2989	0.2813	0.1468

Columbia Seligman Competition Performance Charts

Five steps to successful analysis of Columbia Seligman Competition

Columbia Seligman'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 Seligman Global in relation to its competition. Columbia Seligman's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Columbia Seligman 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 Seligman's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Columbia Seligman Global, 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 Seligman position

In addition to having Columbia Seligman 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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Publicly traded companies that are involved in real estate development, property maintenance and management of real estate investment trusts (REIT) funds. The Real Estate theme has 38 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 Real Estate Theme or any other thematic opportunities.

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Other Information on Investing in Columbia Mutual Fund

Columbia Seligman 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 Seligman security.

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