Columbia Marsico Growth Fund Manager Performance Evaluation
| CMRCX Fund | USD 10.07 0.03 0.30% |
The fund shows a Beta (market volatility) of 0.36, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Columbia Marsico's returns are expected to increase less than the market. However, during the bear market, the loss of holding Columbia Marsico is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Columbia Marsico Growth are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Columbia Marsico is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Columbia |
Columbia Marsico Relative Risk vs. Return Landscape
If you would invest 990.00 in Columbia Marsico Growth on September 3, 2024 and sell it today you would earn a total of 17.00 from holding Columbia Marsico Growth or generate 1.72% return on investment over 90 days. Columbia Marsico Growth is currently producing 0.0278% returns and takes up 0.4973% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Columbia, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Columbia Marsico Current Valuation
Fairly Valued
Today
Please note that Columbia Marsico's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Columbia Marsico Growth shows a prevailing Real Value of $10.05 per share. The current price of the fund is $10.07. We determine the value of Columbia Marsico Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Columbia Marsico is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Columbia Mutual Fund. However, Columbia Marsico's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.07 | Real 10.05 | Hype 10.07 | Naive 10.12 |
The intrinsic value of Columbia Marsico's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Columbia Marsico's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Columbia Marsico Growth helps investors to forecast how Columbia mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Columbia Marsico more accurately as focusing exclusively on Columbia Marsico's fundamentals will not take into account other important factors: Columbia Marsico Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Columbia Marsico's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Columbia Marsico Growth, and traders can use it to determine the average amount a Columbia Marsico's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.056
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Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Columbia Marsico is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Columbia Marsico by adding it to a well-diversified portfolio.
Columbia Marsico Fundamentals Growth
Columbia Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Columbia Marsico, and Columbia Marsico fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Columbia Mutual Fund performance.
About Columbia Marsico Performance
Evaluating Columbia Marsico's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Columbia Marsico has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Columbia Marsico has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The manager utilizes an actively managed merger arbitrage strategy by establishing long and short positions in the securities of companies that are involved in significant corporate events or transactions. Under normal market conditions, it will invest at least 80 percent of its net assets in common stock, convertibles, SPACs, preferred stock, corporate bonds, warrants and options of U.S. and non-U.S. companies which are involved, or which the advisor believes will be involved, in a variety of significant corporate events including, but not limited to merger-arbitrage investments. The fund is non-diversified.Things to note about Columbia Marsico Growth performance evaluation
Checking the ongoing alerts about Columbia Marsico for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Columbia Marsico Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| This fund has annual holdings turnover of about 164.0% suggesting active trading | |
| Columbia Marsico holds 98.3% of its assets under management (AUM) in equities |
- Analyzing Columbia Marsico's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Columbia Marsico's stock is overvalued or undervalued compared to its peers.
- Examining Columbia Marsico's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Columbia Marsico's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Columbia Marsico's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Columbia Marsico's mutual fund. These opinions can provide insight into Columbia Marsico's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Columbia Mutual Fund
Columbia Marsico 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 Marsico security.
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