Columbia Large Cap Fund Quote
| CCMAX Fund | USD 10.34 0.01 0.1% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Columbia Large is trading at 10.34 as of the 28th of November 2024; that is 0.1% down since the beginning of the trading day. The fund's open price was 10.35. Columbia Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Columbia Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
Under normal market circumstances, the fund invests at least 80 percent of its net assets in equity securities of mid market capitalization companies. Equity securities include American depositary receipts , convertible securities, foreign and domestic common and preferred stocks, rights and warrants. More on Columbia Large Cap
Moving together with COLUMBIA Mutual Fund
COLUMBIA Mutual Fund Highlights
| Fund Concentration | Conestoga Capital Advisors Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Conestoga Capital Advisors (View all Sectors) |
| Update Date | 30th of September 2024 |
Columbia Large Cap [CCMAX] is traded in USA and was established 28th of November 2024. Columbia Large is listed under Conestoga Capital Advisors category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Conestoga Capital Advisors family. This fund currently has accumulated 1.74 M in assets under management (AUM) with no minimum investment requirementsColumbia Large Cap is currently producing year-to-date (YTD) return of 11.34%, while the total return for the last 3 years was -1.43%.
Check Columbia Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on COLUMBIA Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding COLUMBIA Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Large Cap Mutual Fund Constituents
| ALGN | Align Technology | Stock | Health Care | |
| ANSS | ANSYS Inc | Stock | Information Technology | |
| CPRT | Copart Inc | Stock | Industrials | |
| CSGP | CoStar Group | Stock | Industrials | |
| FTNT | Fortinet | Stock | Information Technology | |
| IDXX | IDEXX Laboratories | Stock | Health Care | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| TECH | Bio Techne Corp | Stock | Health Care |
Columbia Large Cap Risk Profiles
| Mean Deviation | 0.6271 | |||
| Semi Deviation | 0.7836 | |||
| Standard Deviation | 0.8048 | |||
| Variance | 0.6478 |
Columbia Large Against Markets
Other Information on Investing in COLUMBIA Mutual Fund
Columbia Large 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 Large security.
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