Columbia Small Financials
| NMSCX Fund | USD 27.68 0.06 0.22% |
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 Small Fund Summary
Columbia Small competes with Columbia Porate, Columbia Ultra, Columbia Ultra, Columbia Treasury, and Multi-manager Directional. Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks that comprise the SP SmallCap 600 Index. The Investment 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. The fund may invest in derivatives, such as futures , for cash equitization purposes.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US19765J8146 |
| Business Address | Columbia Funds Series |
| Mutual Fund Family | Columbia |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Small's current stock value. Our valuation model uses many indicators to compare Columbia Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Small competition to find correlations between indicators driving Columbia Small's intrinsic value. More Info.Columbia Small Cap is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Small Cap is roughly 10.44 . 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 Small's earnings, one of the primary drivers of an investment's value.Columbia Small Cap Systematic Risk
Columbia Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Small 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Columbia Small Cap correlated with the market. If Beta is less than 0 Columbia Small generally moves in the opposite direction as compared to the market. If Columbia Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Small is generally in the same direction as the market. If Beta > 1 Columbia Small moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Small November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Small 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.07 | |||
| Information Ratio | 0.0118 | |||
| Maximum Drawdown | 7.63 | |||
| Value At Risk | (1.58) | |||
| Potential Upside | 2.02 |
Other Information on Investing in Columbia Mutual Fund
Columbia Small 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 Small security.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |