Columbia Select Large Fund Quote

NSEPX Fund  USD 22.81  0.16  0.71%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 18

 
High
 
Low
Low
Columbia Select is trading at 22.81 as of the 27th of November 2024; that is 0.71% up since the beginning of the trading day. The fund's open price was 22.65. Columbia Select has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Columbia Select Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard Poors 500 Index . It may invest up to 20 percent of its total assets in foreign securities. More on Columbia Select Large

Moving together with Columbia Mutual Fund

  0.76CUSHX Columbia Ultra ShortPairCorr
  0.76CUSBX Columbia Ultra ShortPairCorr
  0.93CDAZX Multi Manager DirectPairCorr
  0.92CUURX Columbia Small CapPairCorr

Moving against Columbia Mutual Fund

  0.79CUTRX Columbia Treasury IndexPairCorr
  0.79CUTYX Columbia Treasury IndexPairCorr
  0.76CUVRX Columbia GovernmentPairCorr
  0.6SRINX Columbia Porate IncomePairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Blend Funds, Large Blend, Columbia (View all Sectors)
Update Date30th of September 2024
Columbia Select Large [NSEPX] is traded in USA and was established 27th of November 2024. Columbia Select is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia family. This fund now has accumulated 670.6 M in assets with no minimum investment requirementsColumbia Select Large is currently producing year-to-date (YTD) return of 25.1% with the current yeild of 0.01%, while the total return for the last 3 years was 9.47%.
Check Columbia Select 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 Select Large 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 Select Large Mutual Fund Constituents

TATT IncStockCommunication Services
CVXChevron CorpStockEnergy
PFEPfizer IncStockHealth Care
CCitigroupStockFinancials
XOMExxon Mobil CorpStockEnergy
GOOGAlphabet Inc Class CStockCommunication Services
PGProcter GambleStockConsumer Staples
PEPPepsiCoStockConsumer Staples
More Details

Columbia Select Large Risk Profiles

Columbia Select Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Select 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 Select security.
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope