Columbia Smallmid Cap Fund Fundamentals
Columbia Smallmid Cap fundamentals help investors to digest information that contributes to Columbia Smallmid's financial success or failures. It also enables traders to predict the movement of Columbia Mutual Fund. The fundamental analysis module provides a way to measure Columbia Smallmid's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Columbia Smallmid mutual fund.
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Columbia Smallmid Cap Mutual Fund Three Year Return Analysis
Columbia Smallmid's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Smallmid Three Year Return | (2.54) % |
Most of Columbia Smallmid's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Smallmid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Columbia Smallmid Cap has a Three Year Return of -2.54%. This is 117.36% lower than that of the Columbia family and significantly lower than that of the Small Value category. The three year return for all United States funds is notably higher than that of the company.
Columbia Smallmid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Smallmid's current stock value. Our valuation model uses many indicators to compare Columbia Smallmid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Smallmid competition to find correlations between indicators driving Columbia Smallmid's intrinsic value. More Info.Columbia Smallmid Cap is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Smallmid Cap is roughly 10.95 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Smallmid's earnings, one of the primary drivers of an investment's value.Columbia Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Smallmid's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Columbia Smallmid could also be used in its relative valuation, which is a method of valuing Columbia Smallmid by comparing valuation metrics of similar companies.Columbia Smallmid is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Columbia Smallmid
The fund consists of 96.65% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Columbia Smallmid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Columbia Fundamentals
| Price To Earning | 18.29 X | |||
| Price To Book | 1.67 X | |||
| Price To Sales | 1.21 X | |||
| Total Asset | 510.33 M | |||
| One Year Return | (8.69) % | |||
| Three Year Return | (2.54) % | |||
| Five Year Return | (0.71) % | |||
| Ten Year Return | 6.33 % | |||
| Net Asset | 510.33 M | |||
| Minimum Initial Investment | 2 K | |||
| Cash Position Weight | 3.35 % | |||
| Equity Positions Weight | 96.65 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. 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 main economic indicators. You can also try the Stocks Directory module to find actively traded stocks across global markets.
Other Consideration for investing in Columbia Mutual Fund
If you are still planning to invest in Columbia Smallmid Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Columbia Smallmid's history and understand the potential risks before investing.
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