Columbia Acorn European Fund Buy Hold or Sell Recommendation
| CAEAX Fund | USD 25.14 0.25 1.00% |
Assuming the 90 days horizon and your below-average risk tolerance, our recommendation regarding Columbia Acorn European is 'Cautious Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Columbia Acorn European given historical horizon and risk tolerance towards Columbia Acorn. When Macroaxis issues a 'buy' or 'sell' recommendation for Columbia Acorn European, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Columbia Acorn Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Columbia and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Columbia Acorn European. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.
Columbia |
Execute Columbia Acorn Buy or Sell Advice
The Columbia recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Columbia Acorn European. Macroaxis does not own or have any residual interests in Columbia Acorn European or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Columbia Acorn's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Columbia Acorn Trading Alerts and Improvement Suggestions
| Columbia Acorn generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Leerink Partners Downgrades 908 Devices - MSN | |
| The fund generated three year return of -9.0% | |
| Columbia Acorn European holds 98.87% of its assets under management (AUM) in equities |
Columbia Acorn Returns Distribution Density
The distribution of Columbia Acorn's historical returns is an attempt to chart the uncertainty of Columbia Acorn's future price movements. The chart of the probability distribution of Columbia Acorn daily returns describes the distribution of returns around its average expected value. We use Columbia Acorn European price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Columbia Acorn returns is essential to provide solid investment advice for Columbia Acorn.
| Mean Return | -0.11 | Value At Risk | -1.66 | Potential Upside | 1.38 | Standard Deviation | 1.00 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Columbia Acorn historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Columbia Acorn Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Columbia Acorn or Columbia Threadneedle sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Columbia Acorn's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Columbia fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.19 | |
β | Beta against Dow Jones | 0.55 | |
σ | Overall volatility | 0.99 | |
Ir | Information ratio | -0.25 |
Columbia Acorn Volatility Alert
Columbia Acorn European exhibits very low volatility with skewness of 0.5 and kurtosis of 0.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Columbia Acorn's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Columbia Acorn's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Columbia Acorn Fundamentals Vs Peers
Comparing Columbia Acorn's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Columbia Acorn's direct or indirect competition across all of the common fundamentals between Columbia Acorn and the related equities. This way, we can detect undervalued stocks with similar characteristics as Columbia Acorn or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Columbia Acorn's fundamental indicators could also be used in its relative valuation, which is a method of valuing Columbia Acorn by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Columbia Acorn to competition |
| Fundamentals | Columbia Acorn | Peer Average |
| Price To Earning | 19.08 X | 6.53 X |
| Price To Book | 3.75 X | 0.74 X |
| Price To Sales | 1.35 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 1.32 % | 0.39 % |
| One Year Return | 10.26 % | 4.15 % |
| Three Year Return | (8.76) % | 3.60 % |
| Five Year Return | 3.93 % | 3.24 % |
| Net Asset | 68.33 M | 4.11 B |
| Last Dividend Paid | 0.03 | 0.65 |
| Cash Position Weight | 1.14 % | 10.61 % |
| Equity Positions Weight | 98.87 % | 63.90 % |
Columbia Acorn Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Columbia . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 25.14 | |||
| Day Typical Price | 25.14 | |||
| Price Action Indicator | 0.13 | |||
| Period Momentum Indicator | 0.25 | |||
| Relative Strength Index | 41.16 |
About Columbia Acorn Buy or Sell Advice
When is the right time to buy or sell Columbia Acorn European? Buying financial instruments such as Columbia Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Columbia Acorn in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Publicly traded companies that are involved in real estate development, property maintenance and management of real estate investment trusts (REIT) funds. The Real Estate theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Real Estate Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund
Columbia Acorn 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 Acorn security.
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