Columbia Capital Allocation Fund Quote
| CPHNX Fund | USD 11.65 0.04 0.34% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Columbia Capital is trading at 11.65 as of the 2nd of February 2025; that is 0.34% down since the beginning of the trading day. The fund's open price was 11.69. Columbia Capital has about a 22 % 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. The performance scores are derived for the period starting the 3rd of January 2025 and ending today, the 2nd of February 2025. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. More on Columbia Capital Allocation
Moving together with Columbia Mutual Fund
| 0.88 | SRINX | Columbia Porate Income | PairCorr |
| 0.81 | CUTRX | Columbia Treasury Index | PairCorr |
| 0.87 | CDAZX | Multi-manager Directional | PairCorr |
| 0.74 | CUURX | Columbia Small Cap | PairCorr |
| 0.82 | CUTYX | Columbia Treasury Index | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Columbia (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Capital Allocation [CPHNX] is traded in USA and was established 2nd of February 2025. Columbia Capital is listed under Columbia category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Columbia family. This fund currently has accumulated 2.18 B in assets under management (AUM) with no minimum investment requirementsColumbia Capital All is currently producing year-to-date (YTD) return of 2.46% with the current yeild of 0.02%, while the total return for the last 3 years was 5.29%.
Check Columbia Capital 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 Capital Allocation 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 Capital Allocation Mutual Fund Constituents
| CBFYX | Columbia Bond Fund | Mutual Fund | Intermediate Core Bond | |
| CCQYX | Columbia Disciplined E | Mutual Fund | Large Blend | |
| CDEYX | Columbia Diversified Equity | Mutual Fund | Large Value | |
| CEKYX | Columbia Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| CGFYX | Columbia Large Cap | Mutual Fund | Large Growth | |
| CGQYX | Columbia Disciplined Growth | Mutual Fund | Large Growth | |
| CHYYX | Columbia High Yield | Mutual Fund | High Yield Bond | |
| CIOYX | Columbia Income Opportunities | Mutual Fund | High Yield Bond |
Columbia Capital All Risk Profiles
| Mean Deviation | 0.4552 | |||
| Standard Deviation | 0.6523 | |||
| Variance | 0.4255 | |||
| Risk Adjusted Performance | (0.01) |
Columbia Capital Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Capital 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 Capital security.
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