Columbia Small Cap Fund Quote
| NSVAX Fund | USD 17.40 0.27 1.58% |
Performance8 of 100
| Odds Of DistressLess than 18
|
Columbia Small is trading at 17.40 as of the 22nd of November 2024; that is 1.58% up since the beginning of the trading day. The fund's open price was 17.13. Columbia Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 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 equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index at the time of purchase that the funds investment manager believes are undervalued and have the potential for long-term growth. More on Columbia Small Cap
Moving together with Columbia Mutual Fund
| 0.68 | CUSHX | Columbia Ultra Short | PairCorr |
| 0.69 | CUSBX | Columbia Ultra Short | PairCorr |
| 0.94 | CDAZX | Multi Manager Direct | PairCorr |
| 0.99 | CUURX | Columbia Small Cap | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Funds, Small Value Funds, Small Value, Columbia (View all Sectors) |
| Update Date | 30th of September 2024 |
Columbia Small Cap [NSVAX] is traded in USA and was established 22nd of November 2024. Columbia Small is listed under Columbia category by Fama And French industry classification. The fund is listed under Small Value category and is part of Columbia family. This fund now has accumulated 1.56 B in assets with no minimum investment requirementsColumbia Small Cap is currently producing year-to-date (YTD) return of 16.32% with the current yeild of 0.02%, while the total return for the last 3 years was 2.93%.
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
| LITE | Lumentum Holdings | Stock | Information Technology | |
| ARGO | Argo Group International | Stock | Financials | |
| MTZ | MasTec Inc | Stock | Industrials | |
| CWEN | Clearway Energy Class | Stock | Utilities | |
| HASI | Hannon Armstrong Sustainable | Stock | Real Estate | |
| BE | Bloom Energy Corp | Stock | Industrials | |
| ABCB | Ameris Bancorp | Stock | Financials | |
| PLCE | Childrens Place | Stock | Consumer Discretionary |
Columbia Small Cap Risk Profiles
| Mean Deviation | 0.8278 | |||
| Semi Deviation | 0.672 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.53 |
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.
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