Columbia Mid Financials
| CMDYX Fund | USD 14.54 0.13 0.89% |
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 Mid Fund Summary
Columbia Mid competes with Madison Diversified, Jhancock Diversified, Harbor Diversified, Tax-managed, and Jpmorgan Diversified. The fund invests at least 80 percent of its net assets in common stocks that comprise the SP MidCap 400 Index. In seeking to match the performance of the index, the Investment Manager attempts to allocate the funds assets among common stocks in approximately the same weightings as the index. The manager attempts to achieve at least a 95 percent correlation between the performance of the index and the funds investment results, before fees and expenses.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Columbia Mid Key Financial Ratios
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Mid's current stock value. Our valuation model uses many indicators to compare Columbia Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Mid competition to find correlations between indicators driving Columbia Mid's intrinsic value. More Info.Columbia Mid Cap is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 354.61 of Year To Date Return per Annual Yield. 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 Mid's earnings, one of the primary drivers of an investment's value.Columbia Mid Cap Systematic Risk
Columbia Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Mid 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Columbia Mid Cap correlated with the market. If Beta is less than 0 Columbia Mid generally moves in the opposite direction as compared to the market. If Columbia Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Mid is generally in the same direction as the market. If Beta > 1 Columbia Mid moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Mid February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Mid Cap 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 Mid's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 10.33 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.65 |
Other Information on Investing in Columbia Mutual Fund
Columbia Mid 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 Mid security.
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