Columbia Select Large Fund Quote

CCWRX Fund  USD 11.60  0.02  0.17%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 19

 
High
 
Low
Low
Columbia Select is trading at 11.60 as of the 22nd of November 2024; that is 0.17% down since the beginning of the trading day. The fund's open price was 11.62. Columbia Select has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Columbia Select Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of April 2023 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks of U.S. and foreign companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 1000 Growth Index. More on Columbia Select Large

Moving together with Columbia Mutual Fund

  0.79CUSHX Columbia Ultra ShortPairCorr
  0.8CUSBX Columbia Ultra ShortPairCorr
  0.94CDAZX Multi Manager DirectPairCorr
  0.9CUURX Columbia Small CapPairCorr

Moving against Columbia Mutual Fund

  0.81CUTRX Columbia Treasury IndexPairCorr
  0.8CUVRX Columbia GovernmentPairCorr
  0.77CUTYX Columbia Treasury IndexPairCorr
  0.61SRINX Columbia Porate IncomePairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Growth Funds, Large Growth, Columbia (View all Sectors)
Update Date30th of September 2024
Columbia Select Large [CCWRX] is traded in USA and was established 22nd of November 2024. Columbia Select is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Columbia family. This fund currently has accumulated 3.72 B in assets under management (AUM) with no minimum investment requirementsColumbia Select Large is currently producing year-to-date (YTD) return of 16.79%, while the total return for the last 3 years was 1.17%.
Check Columbia Select 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 Select Large 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 Select Large Mutual Fund Constituents

AMZNAmazon IncStockConsumer Discretionary
SCHWCharles Schwab CorpStockFinancials
BKNGBooking HoldingsStockConsumer Discretionary
SQBlock IncStockIndustrials
MSCIMSCI IncStockFinancials
BMYBristol Myers SquibbStockHealth Care
NOWServiceNowStockInformation Technology
ATVIActivision BlizzardStockCommunication Services
More Details

Columbia Select Top Holders

CPANXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CPAZXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
AXBAXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CPDIXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
RBGCXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CPARXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CPDAXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
COTZXColumbia Thermostat FundMutual FundTactical Allocation
More Details

Columbia Select Large Risk Profiles

Columbia Select Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Select 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 Select security.
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