Columbia Capital Allocation Fund Quote
| NBIAX Fund | USD 12.01 0.07 0.59% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Columbia Capital is trading at 12.01 as of the 31st of January 2025; that is 0.59% up since the beginning of the trading day. The fund's open price was 11.94. 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 September 2024 and ending today, the 31st of January 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
| 0.81 | ILGCX | Columbia Integrated Large | PairCorr |
| 0.81 | ILGGX | Columbia Integrated Large | PairCorr |
| 0.81 | ILGJX | Columbia Integrated Large | PairCorr |
| 0.65 | SSCVX | Columbia Select Smaller | PairCorr |
| 0.7 | ILVBX | Columbia Integrated Large | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Columbia Threadneedle (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of June 2023 |
| Fiscal Year End | January |
Columbia Capital Allocation [NBIAX] is traded in USA and was established 31st of January 2025. Columbia Capital is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Columbia Threadneedle family. This fund now has accumulated 1.72 B in assets with no minimum investment requirementsColumbia Capital All is currently producing year-to-date (YTD) return of 2.74% with the current yeild of 0.02%, while the total return for the last 3 years was 5.44%.
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 | 0.4473 | |||
| Standard Deviation | 0.6446 | |||
| Variance | 0.4155 | |||
| 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.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |