Columbia Disciplined Value Fund Quote
| CVQZX Fund | USD 8.93 0.05 0.56% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Columbia Disciplined is trading at 8.93 as of the 30th of January 2025; that is 0.56% up since the beginning of the trading day. The fund's open price was 8.88. Columbia Disciplined 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. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies with market capitalizations greater than 5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000 Value Index at the time of purchase. More on Columbia Disciplined Value
Moving together with Columbia Mutual Fund
| 0.67 | SRINX | Columbia Porate Income | PairCorr |
| 0.69 | CUTRX | Columbia Treasury Index | PairCorr |
| 0.75 | CDAZX | Multi-manager Directional | PairCorr |
| 0.7 | CUTYX | Columbia Treasury Index | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Funds, Large Value Funds, Large Value, Columbia (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Disciplined Value [CVQZX] is traded in USA and was established 30th of January 2025. Columbia Disciplined is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Value category and is part of Columbia family. This fund currently has accumulated 855.24 M in assets under management (AUM) with no minimum investment requirementsColumbia Disciplined is currently producing year-to-date (YTD) return of 3.85% with the current yeild of 0.02%, while the total return for the last 3 years was 10.46%.
Check Columbia Disciplined 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 Disciplined Value 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 Disciplined Value Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| VLO | Valero Energy | Stock | Energy | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| VZ | Verizon Communications | Stock | Communication Services | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| EOG | EOG Resources | Stock | Energy | |
| GD | General Dynamics | Stock | Industrials |
Columbia Disciplined Risk Profiles
| Mean Deviation | 0.7028 | |||
| Standard Deviation | 1.39 | |||
| Variance | 1.94 | |||
| Risk Adjusted Performance | (0.06) |
Columbia Disciplined Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Disciplined 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 Disciplined security.
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