Columbia Global Dividend Fund Quote
Columbia Global is trading at 20.15 as of the 12th of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 20.15. The performance scores are derived for the period starting the 13th of September 2024 and ending today, the 12th of December 2024. Click here to learn more.
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Columbia (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Global Dividend [CGOLX] is traded in USA and was established 12th of December 2024. Columbia Global is listed under Columbia category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Columbia family. This fund currently has accumulated 551.91 M in assets under management (AUM) with minimum initial investment of 2 K. Columbia Global Dividend is currently producing year-to-date (YTD) return of 4.69% with the current yeild of 0.02%, while the total return for the last 3 years was 2.57%.
Check Columbia Global Probability Of Bankruptcy
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 Global Dividend 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 Global Dividend Mutual Fund Constituents
| GILD | Gilead Sciences | Stock | Health Care | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| UBS | UBS Group AG | Stock | Financials | |
| GM | General Motors | Stock | Consumer Discretionary | |
| CME | CME Group | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| SAND | Sandstorm Gold Ltd | Stock | Materials | |
| PM | Philip Morris International | Stock | Consumer Staples |
Columbia Global Dividend Risk Profiles
| Mean Deviation | 0.6226 | |||
| Standard Deviation | 0.7779 | |||
| Variance | 0.6052 | |||
| Risk Adjusted Performance | (0.06) |
Columbia Global Against Markets
Columbia Global Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Columbia Global mutual fund to make a market-neutral strategy. Peer analysis of Columbia Global could also be used in its relative valuation, which is a method of valuing Columbia Global by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Columbia Mutual Fund
Columbia Global 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 Global security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
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