Columbia Small Financials
| CSIIX Fund | USD 7.91 0.04 0.51% |
Columbia |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Columbia Small Fund Summary
Columbia Small competes with Copeland Risk, Copeland Risk, Copeland Risk, Copeland International, and Copeland Smid. The fund is primarily composed of common stocks, American Depositary Receipts , real estate investment trusts of international companies or entities, Master Limited Partnerships and cash equivalents. Under normal market conditions, the fund invests at least 80 percent of its net assets in securities that pay a dividend and also have increased their dividend in the past 12 months or that the adviser expects to raise the dividend in the next 12 months.Specialization | Foreign Small/Mid Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Copeland Trust |
| Mutual Fund Family | Copeland Funds |
| Mutual Fund Category | Foreign Small/Mid Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 926 7352 |
| Currency | USD - US Dollar |
Columbia Small Key Financial Ratios
Columbia Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Small's current stock value. Our valuation model uses many indicators to compare Columbia Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Small competition to find correlations between indicators driving Columbia Small's intrinsic value. More Info.Columbia Small Cap is second largest fund in price to earning among similar funds. It also is second largest fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Small Cap is roughly 10.44 . 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 Small's earnings, one of the primary drivers of an investment's value.Columbia Small Cap Systematic Risk
Columbia Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Columbia Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Columbia Small Cap correlated with the market. If Beta is less than 0 Columbia Small generally moves in the opposite direction as compared to the market. If Columbia Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Columbia Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Columbia Small is generally in the same direction as the market. If Beta > 1 Columbia Small moves generally in the same direction as, but more than the movement of the benchmark.
Columbia Small December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Columbia Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Columbia Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Columbia Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Columbia Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Columbia Small's daily price indicators and compare them against related drivers.
| Information Ratio | (0.23) | |||
| Maximum Drawdown | 5.18 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.38 |
Other Information on Investing in Columbia Mutual Fund
Columbia Small 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 Small security.
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