Columbia Small Cap Fund Quote

CCTRX Fund  USD 13.04  0.11  0.85%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Columbia Small is trading at 13.04 as of the 28th of February 2025; that is 0.85% increase since the beginning of the trading day. The fund's open price was 12.93. Columbia Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of January 2025 and ending today, the 28th of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index at the time of purchase that the funds investment manager believes are undervalued and have the potential for long-term growth. More on Columbia Small Cap

Moving together with Columbia Mutual Fund

  0.84CDAZX Multi Manager DirectPairCorr
  0.85CUURX Columbia Small CapPairCorr

Moving against Columbia Mutual Fund

  0.66CUSBX Columbia Ultra ShortPairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Funds, Small Value Funds, Small Value, Columbia (View all Sectors)
Update Date31st of December 2024
Columbia Small Cap [CCTRX] is traded in USA and was established 28th of February 2025. Columbia Small is listed under Columbia category by Fama And French industry classification. The fund is listed under Small Value category and is part of Columbia family. This fund currently has accumulated 1.56 B in assets under management (AUM) with no minimum investment requirementsColumbia Small Cap is currently producing year-to-date (YTD) return of 2.09% with the current yeild of 0.01%, while the total return for the last 3 years was 4.13%.
Check Columbia Small Probability Of Bankruptcy

Instrument Allocation

Stocks95.1%C...O...100%

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.
Financial Services26.17%Industrials17.05%Healthcare10.17%Realestate9.84%Consumer Cyclical8.08%TechnologyUtilitiesEnergyBasic MaterialsCon...Com...100%
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Small 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 Small Cap Mutual Fund Constituents

VCVisteon CorpStockConsumer Discretionary
FRFirst Industrial RealtyStockReal Estate
BJBJs Wholesale ClubStockConsumer Staples
SASRSandy Spring BancorpStockFinancials
CWENClearway Energy ClassStockUtilities
CATYCathay General BancorpStockFinancials
HLIHoulihan LokeyStockFinancials
BEBloom Energy CorpStockIndustrials
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Columbia Small Cap Risk Profiles

Columbia Small Against Markets

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.
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