Columbia Balanced Financials
| CBDRX Fund | USD 55.42 0.15 0.27% |
Columbia |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Columbia Balanced Fund Summary
Columbia Balanced competes with Columbia Mid, Columbia Small, Columbia Real, Morningstar Unconstrained, and Thrivent High. Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35 percent and 65 percent of its net assets in each asset class, and in any event will invest at least 25 percent and no more than 75 percent of its net assets in each asset class under normal circumstances.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US19766M1053 |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Columbia Balanced Key Financial Ratios
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Balanced's current stock value. Our valuation model uses many indicators to compare Columbia Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Balanced competition to find correlations between indicators driving Columbia Balanced's intrinsic value. More Info.Columbia Balanced Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Balanced Fund is roughly 8.03 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Balanced's earnings, one of the primary drivers of an investment's value.Columbia Balanced Systematic Risk
Columbia Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Columbia Balanced correlated with the market. If Beta is less than 0 Columbia Balanced generally moves in the opposite direction as compared to the market. If Columbia Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Balanced is generally in the same direction as the market. If Beta > 1 Columbia Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Balanced November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Columbia Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Columbia Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5053 | |||
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 2.34 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 0.7569 |
Other Information on Investing in Columbia Mutual Fund
Columbia Balanced 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 Balanced security.
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