Columbia Amt Competition

Mutual Funds . USA . 
Fund . Columbia Amt Free Massachusetts
LMIAX Fund  USD 9.74  0.01  0.10%   
Columbia Amt Free competes with Columbia Ultra, Columbia Integrated, Columbia Integrated, Columbia Integrated, and Columbia Select; as well as few others. The fund is listed under Muni Massachusetts category and is part of Columbia Threadneedle family. Analyzing Columbia Amt competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Columbia Amt to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Columbia Amt Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Columbia Amt competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
9.599.749.89
Details
Intrinsic
Valuation
LowRealHigh
9.539.689.83
Details
Naive
Forecast
LowNextHigh
9.589.739.89
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.689.729.77
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Columbia Amt. Your research has to be compared to or analyzed against Columbia Amt's peers to derive any actionable benefits. When done correctly, Columbia Amt's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Columbia Amt Free.

Columbia Amt Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Columbia Amt and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Columbia and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Columbia Amt Free does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
ILGGX
+ 1.0
ILGCX
ILGJX
+ 1.0
ILGCX
ILGJX
+ 1.0
ILGGX
ILVFX
+ 1.0
ILVBX
IMNTX
+ 0.95
LHIAX
ILGGX
+ 0.83
CUSOX
  
High negative correlations   
LHIAX
- 0.2
SSCVX
LHIAX
- 0.19
CUSOX
IMNTX
- 0.15
SSCVX
LHIAX
- 0.14
ILGJX
LHIAX
- 0.14
ILGGX
LHIAX
- 0.14
ILGCX

Risk-Adjusted Indicators

There is a big difference between Columbia Mutual Fund performing well and Columbia Amt Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Columbia Amt's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
CUSOX  0.04  0.00  0.00  0.00  0.00 
 0.00 
 0.11 
(0.11)
 0.54 
ILGCX  0.83 (0.03)(0.01) 0.08  2.27 
(0.71)
 1.91 
(1.53)
 4.98 
ILGGX  0.83 (0.03)(0.01) 0.09  2.18 
(0.71)
 1.90 
(1.54)
 5.00 
ILGJX  0.83 (0.02)(0.01) 0.09  2.19 
(0.71)
 1.89 
(1.53)
 4.98 
SSCVX  1.03 (0.27) 0.00 (0.04) 0.00 
 0.00 
 1.88 
(1.20)
 22.50 
ILVBX  1.10 (0.49) 0.00 (0.30) 0.00 
 0.00 
 1.17 
(0.81)
 4.03 
ILVFX  1.09 (0.49) 0.00 (0.30) 0.00 
 0.00 
 1.16 
(0.81)
 3.99 
LHIAX  0.20  0.01 (0.24) 0.05  0.34 
(0.25)
 0.43 
(0.43)
 2.04 
IMNTX  0.18  0.01 (0.28)(0.01) 0.30 
(0.20)
 0.40 
(0.45)
 1.83 
IMRFX  0.36  0.00 (0.17) 0.10  0.37 
(0.39)
 0.72 
(0.65)
 2.18 
All Fundamental Data

Columbia Amt Competitive Analysis

The better you understand Columbia Amt competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Columbia Amt's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Columbia Amt's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
LMIAX CUSOX ILGCX ILGGX ILGJX SSCVX ILVBX ILVFX LHIAX IMNTX
 0.10 
 9.74 
Columbia
 0.11 
 9.26 
Columbia
 9.97 
 21.94 
Columbia
 9.74 
 22.53 
Columbia
 9.77 
 22.63 
Columbia
 0.38 
 18.57 
Columbia
 32.65 
 10.48 
Columbia
 32.46 
 10.59 
Columbia
 0.21 
 9.41 
Columbia
 0.1 
 20.01 
Columbia
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Somewhat reliable
Somewhat reliable
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Good
Weak
Weak
Solid
Very Weak
Very Weak
Very Weak
Very Weak
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Sell
Strong Buy
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Sell
Sell
Net Asset
119.31 M
1.4 B
280.53 M
246.27 M
273.63 M
478.53 M
189.7 M
185.59 M
521.88 M
548.43 M
Price To Book
N/A
N/A
N/A
N/A
N/A
1.56
N/A
N/A
N/A
N/A
Five Year Return
0.57
2.76
N/A
N/A
N/A
11.1
N/A
N/A
1.43
0.58
One Year Return
3.96
6.24
N/A
N/A
N/A
29.53
N/A
N/A
13.13
7.29
Last Dividend Paid
0.02
N/A
0.04
N/A
0.11
N/A
0.05
N/A
0.03
0.04
Price To Earning
N/A
N/A
N/A
N/A
N/A
15.84
N/A
N/A
N/A
N/A
Price To Sales
N/A
N/A
N/A
N/A
N/A
0.74
N/A
N/A
N/A
N/A
Cash Position Weight
0.04
2.94
1.52
0.89
1.52
1.14
1.08
0.67
0.02
0.04
Equity Positions Weight
N/A
N/A
98.48
99.11
98.48
98.86
98.91
99.33
N/A
N/A
Three Year Return
-0.46
4.02
N/A
N/A
N/A
5.75
N/A
N/A
-0.82
-1.01
Annual Yield
0.0029
0.002
1.0E-4
0.0013
0.0019
0.0059
0.0097
0.0116
0.0043
0.0223
Year To Date Return
2.71
5.68
N/A
N/A
N/A
20.13
N/A
N/A
10.16
5.07
Bond Positions Weight
N/A
12.73
N/A
N/A
N/A
N/A
N/A
N/A
6.29
3.15
Ten Year Return
2.76
1.05
N/A
N/A
N/A
7.0
N/A
N/A
4.77
3.91
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
Day Typical Price
9.74
9.26
21.94
22.53
22.63
18.57
10.48
10.59
9.41
20.01
Period Momentum Indicator
(0.01)
0.01
(2.43)
(2.43)
(2.45)
0.07
(5.08)
(5.09)
(0.02)
(0.02)
Rate Of Daily Change
1.0
1.0
0.9
0.9
0.9
1.0
0.67
0.68
1.0
1.0
Day Median Price
9.74
9.26
21.94
22.53
22.63
18.57
10.48
10.59
9.41
20.01
Price Action Indicator
(0.01)
0.005
(1.21)
(1.21)
(1.22)
0.035
(2.54)
(2.54)
(0.01)
(0.01)
Coefficient Of Variation
4699.49
573.19
1742.85
1634.42
1630.32
(3,714)
(1,186)
(1,192)
8906.72
2643.25
Mean Deviation
0.0888
0.0397
0.8309
0.828
0.8261
1.03
1.1
1.09
0.1951
0.1753
Jensen Alpha
(0.01)
N/A
(0.03)
(0.03)
(0.02)
(0.27)
(0.49)
(0.49)
0.0085
0.0146
Total Risk Alpha
(0.03)
(0.01)
(0.17)
(0.16)
(0.16)
(0.45)
(1.00)
(1.00)
(0.06)
(0.05)
Sortino Ratio
(0.43)
N/A
(0.01)
(0.01)
(0.01)
N/A
N/A
N/A
(0.24)
(0.28)
Downside Variance
0.0791
N/A
6.05
5.81
5.85
N/A
N/A
N/A
0.2608
0.1626
Standard Deviation
0.1517
0.085
1.57
1.54
1.55
2.36
4.09
4.07
0.3372
0.2924
Kurtosis
5.79
17.4
26.19
25.16
25.37
38.3
62.33
62.37
7.83
7.71
Potential Upside
0.2077
0.1091
1.91
1.9
1.89
1.88
1.17
1.16
0.432
0.4042
Treynor Ratio
(0.19)
N/A
0.0835
0.088
0.0892
(0.04)
(0.30)
(0.30)
0.0484
(0.01)
Maximum Drawdown
0.829
0.5442
4.98
5.0
4.98
22.5
4.03
3.99
2.04
1.83
Variance
0.023
0.0072
2.45
2.39
2.39
5.55
16.75
16.56
0.1137
0.0855
Market Risk Adjusted Performance
(0.18)
N/A
0.0935
0.098
0.0992
(0.03)
(0.29)
(0.29)
0.0584
0.001
Risk Adjusted Performance
(0.02)
0.0511
0.0468
0.0495
0.0496
(0.01)
(0.05)
(0.05)
(0)
0.0126
Skewness
(1.47)
3.74
(4.17)
(4.04)
(4.07)
(5.15)
(7.78)
(7.79)
(1.61)
(1.54)
Semi Deviation
0.1352
N/A
2.27
2.18
2.19
N/A
N/A
N/A
0.3413
0.2984
Information Ratio
(0.80)
(1.29)
(0.02)
(0.02)
(0.02)
(0.08)
(0.11)
(0.11)
(0.36)
(0.39)
Value At Risk
(0.21)
(0.11)
(1.53)
(1.54)
(1.53)
(1.20)
(0.81)
(0.81)
(0.43)
(0.45)
Expected Short fall
(0.14)
N/A
(0.71)
(0.71)
(0.71)
N/A
N/A
N/A
(0.25)
(0.20)
Downside Deviation
0.2813
N/A
2.46
2.41
2.42
N/A
N/A
N/A
0.5107
0.4033
Semi Variance
0.0183
N/A
5.17
4.75
4.78
N/A
N/A
N/A
0.1165
0.0891

Columbia Amt Competition Performance Charts

Five steps to successful analysis of Columbia Amt Competition

Columbia Amt's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Columbia Amt Free in relation to its competition. Columbia Amt's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Columbia Amt in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Columbia Amt's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Columbia Amt Free, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Columbia Amt position

In addition to having Columbia Amt 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.

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Run Personal Services Thematic Idea Now

Personal Services
Personal Services Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Personal Services theme has 61 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 Personal Services Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund

Columbia Amt 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 Amt security.
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