Columbia Small Cap Fund Quote
CSCRX Fund | USD 31.09 0.21 0.67% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Columbia Small is trading at 31.09 as of the 3rd of December 2024; that is 0.67% down since the beginning of the trading day. The fund's open price was 31.3. Columbia Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Columbia Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of November 2024 and ending today, the 3rd of December 2024. Click here to learn more.
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 Growth Index at the time of purchase. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.. More on Columbia Small Cap
Moving together with Columbia Mutual Fund
0.86 | CUSHX | Columbia Ultra Short | PairCorr |
0.82 | CUSBX | Columbia Ultra Short | PairCorr |
0.97 | CUURX | Columbia Small Cap | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
Fund Concentration | Columbia Funds, Large Funds, Small Growth Funds, Small Growth, Columbia (View all Sectors) |
Update Date | 31st of December 2024 |
Columbia Small Cap [CSCRX] is traded in USA and was established 3rd of December 2024. Columbia Small is listed under Columbia category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Columbia family. This fund currently has accumulated 580.9 M in assets under management (AUM) with no minimum investment requirementsColumbia Small Cap is currently producing year-to-date (YTD) return of 33.82%, while the total return for the last 3 years was 1.59%.
Check Columbia Small 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 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
VEEV | Veeva Systems Class | Stock | Health Care | |
TREE | Lendingtree | Stock | Financials | |
TXG | 10X Genomics | Stock | Health Care | |
COR | Cencora | Stock | Health Care | |
WST | West Pharmaceutical Services | Stock | Health Care | |
HGV | Hilton Grand Vacations | Stock | Consumer Discretionary | |
FIVE | Five Below | Stock | Consumer Discretionary | |
AMED | Amedisys | Stock | Health Care |
Columbia Small Cap Risk Profiles
Mean Deviation | 0.9144 | |||
Semi Deviation | 0.9821 | |||
Standard Deviation | 1.26 | |||
Variance | 1.59 |
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.
ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
Bonds Directory Find actively traded corporate debentures issued by US companies | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |