Columbia Trarian Core Fund Quote
| COFRX Fund | USD 40.14 0.15 0.38% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Columbia Contrarian is trading at 40.14 as of the 23rd of November 2024; that is 0.38% up since the beginning of the trading day. The fund's open price was 39.99. Columbia Contrarian has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Columbia Trarian Core are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd 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. In addition, under normal circumstances, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the funds investment manager believes are undervalued and have the potential for long-term growth and current income. More on Columbia Trarian Core
Moving together with Columbia Mutual Fund
| 0.74 | CUSHX | Columbia Ultra Short | PairCorr |
| 0.75 | CUSBX | Columbia Ultra Short | PairCorr |
| 0.9 | CDAZX | Multi Manager Direct | PairCorr |
| 0.92 | CUURX | Columbia Small Cap | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Blend Funds, Large Blend, Columbia, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Columbia Trarian Core [COFRX] is traded in USA and was established 23rd of November 2024. Columbia Contrarian is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia family. This fund currently has accumulated 11.54 B in assets under management (AUM) with no minimum investment requirementsColumbia Trarian Core is currently producing year-to-date (YTD) return of 22.54% with the current yeild of 0.01%, while the total return for the last 3 years was 10.03%.
Check Columbia Contrarian 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 Trarian Core 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 Trarian Core Mutual Fund Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care |
Columbia Trarian Core Risk Profiles
| Mean Deviation | 0.5439 | |||
| Semi Deviation | 0.6826 | |||
| Standard Deviation | 0.7633 | |||
| Variance | 0.5827 |
Columbia Contrarian Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Contrarian 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 Contrarian security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
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| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |