Columbia Select Global Fund Quote

CGEIX Fund  USD 9.32  0.00  0.00%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Columbia Select is trading at 9.32 as of the 2nd of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 9.32. Columbia Select has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Columbia Select Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of November 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in securities of companies in the real estate industry, including REITs, REOCs, foreign real estate companies, companies with substantial real estate-related holdings andor companies whose products or services are related to the real estate industry, including, but not limited to, real estate management, brokers and building products, and property technology companies. More on Columbia Select Global

Moving together with Columbia Mutual Fund

  0.8CDICX Calvert Short DurationPairCorr
  0.77CDSRX Calvert Short DurationPairCorr
  0.78CDSIX Calvert Short DurationPairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Calvert Research and Management (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Columbia Select Global [CGEIX] is traded in USA and was established 2nd of December 2024. Columbia Select is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Calvert Research and Management family. This fund currently has accumulated 4.57 M in assets under management (AUM) with no minimum investment requirementsColumbia Select Global is currently producing year-to-date (YTD) return of 11.8% with the current yeild of 0.02%, while the total return for the last 3 years was 16.43%.
Check Columbia Select Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Select Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Columbia Select Global Mutual Fund Constituents

SPGISP GlobalStockFinancials
MAMastercardStockFinancials
GOOGLAlphabet Inc Class AStockCommunication Services
VVisa Class AStockFinancials
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Columbia Select Global Risk Profiles

Columbia Select Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Select 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 Select security.
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