Columbia Global Dividend Fund Quote
| CSVFX Fund | USD 19.89 0.10 0.50% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Columbia Global is trading at 19.89 as of the 22nd of November 2024; that is 0.5% down since the beginning of the trading day. The fund's open price was 19.99. Columbia Global has about a 22 % 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. Equity ratings for Columbia Global Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 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 income-producing equity securities of foreign companies. The advisor focuses its investments on securities of companies believed to be attractively valued and to have the potential for long-term growth. More on Columbia Global Dividend
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Columbia (View all Sectors) |
| Update Date | 30th of September 2024 |
Columbia Global Dividend [CSVFX] is traded in USA and was established 22nd of November 2024. Columbia Global is listed under Columbia category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Columbia family. This fund currently has accumulated 551.91 M in assets under management (AUM) with no minimum investment requirementsColumbia Global Dividend is currently producing year-to-date (YTD) return of 4.77% with the current yeild of 0.02%, while the total return for the last 3 years was 2.2%.
Check Columbia Global 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 Global Dividend 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 Global Dividend Mutual Fund Constituents
| GILD | Gilead Sciences | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| UBS | UBS Group AG | Stock | Financials | |
| CME | CME Group | Stock | Financials | |
| LMT | Lockheed Martin | Stock | Industrials | |
| GM | General Motors | Stock | Consumer Discretionary | |
| GE | GE Aerospace | Stock | Industrials |
Columbia Global Dividend Risk Profiles
| Mean Deviation | 0.6604 | |||
| Standard Deviation | 0.8171 | |||
| Variance | 0.6677 | |||
| Risk Adjusted Performance | (0.04) |
Columbia Global Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Global 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 Global security.
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