Columbia Global Strategic Fund Quote

CLGRX Fund  USD 69.79  0.45  0.65%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Columbia Global is trading at 69.79 as of the 1st of December 2024; that is 0.65% increase since the beginning of the trading day. The fund's open price was 69.34. Columbia Global has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Columbia Global Strategic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index. More on Columbia Global Strategic

Moving together with Columbia Mutual Fund

  0.86CUSHX Columbia Ultra ShortPairCorr
  0.82CUSBX Columbia Ultra ShortPairCorr
  0.93CDAZX Multi-manager DirectionalPairCorr
  0.92CUURX Columbia Small CapPairCorr

Moving against Columbia Mutual Fund

  0.77CUTRX Columbia Treasury IndexPairCorr
  0.77CUTYX Columbia Treasury IndexPairCorr
  0.72CUVRX Columbia GovernmentPairCorr
  0.58SRINX Columbia Porate IncomePairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Growth Funds, Large Growth, Columbia, Large Blend, World Large Stock (View all Sectors)
Update Date30th of September 2024
Columbia Global Strategic [CLGRX] is traded in USA and was established 1st of December 2024. Columbia Global is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Columbia family. Columbia Global Strategic currently has accumulated 680.37 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.01%, while the total return for the last 3 years was 7.83%.
Check Columbia Global 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 Global Strategic 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 Strategic Mutual Fund Constituents

CDDYXColumbia Dividend IncomeMutual FundLarge Value
CEKYXColumbia Emerging MarketsMutual FundDiversified Emerging Mkts
CGFYXColumbia Large CapMutual FundLarge Growth
CGTUXColumbia Global TechnologyMutual FundTechnology
CLEYXColumbia Select LargeMutual FundLarge Blend
COLYXColumbia Disciplined ValueMutual FundLarge Value
COSYXColumbia Overseas ValueMutual FundForeign Large Value
CSEYXColumbia Select GlobalMutual FundWorld Large-Stock Growth
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Columbia Global Strategic Risk Profiles

Columbia Global Against Markets

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.
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