Columbia Select Large Fund Quote
| UMLGX Fund | USD 9.68 0.10 1.02% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Columbia Select is trading at 9.68 as of the 28th of November 2024; that is 1.02% down since the beginning of the trading day. The fund's open price was 9.78. Columbia Select has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good 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 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks of U.S. and foreign companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 1000 Growth Index. More on Columbia Select Large
Moving together with Columbia Mutual Fund
| 0.81 | CUSHX | Columbia Ultra Short | PairCorr |
| 0.94 | CDAZX | Multi Manager Direct | PairCorr |
| 0.89 | CDEYX | Columbia Diversified | PairCorr |
| 0.92 | CEARX | Columbia Acorn Steady Growth | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Growth Funds, Large Growth, Columbia (View all Sectors) |
| Update Date | 30th of September 2024 |
Columbia Select Large [UMLGX] is traded in USA and was established 28th of November 2024. Columbia Select is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Columbia family. This fund at this time has accumulated 3.72 B in net assets with no minimum investment requirementsColumbia Select Large is currently producing year-to-date (YTD) return of 19.25%, while the total return for the last 3 years was 2.48%.
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
| ALGN | Align Technology | Stock | Health Care | |
| INTU | Intuit Inc | Stock | Information Technology | |
| CRM | Salesforce | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| AMAT | Applied Materials | Stock | Information Technology | |
| ATVI | Activision Blizzard | Stock | Communication Services | |
| SPLK | Splunk Inc | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Columbia Select Large Risk Profiles
| Mean Deviation | 0.7798 | |||
| Semi Deviation | 1.04 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.2 |
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.
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