Columbia Small Cap Fund Quote
Columbia Small is trading at 18.39 as of the 25th of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 18.39. The performance scores are derived for the period starting the 26th of September 2024 and ending today, the 25th of December 2024. Click here to learn more.
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Funds, Small Value Funds, Small Value, Columbia (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Small Cap [CLURX] is traded in USA and was established 25th of December 2024. Columbia Small is listed under Columbia category by Fama And French industry classification. The fund is listed under Small Value category and is part of Columbia family. This fund currently has accumulated 1.56 B in assets under management (AUM) with no minimum investment requirementsColumbia Small Cap is currently producing year-to-date (YTD) return of 20.77% with the current yeild of 0.02%, while the total return for the last 3 years was 4.72%.
Check Columbia Small 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 Small Cap 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 Small Cap Mutual Fund Constituents
| DVN | Devon Energy | Stock | Energy | |
| THS | Treehouse Foods | Stock | Consumer Staples | |
| SNX | Synnex | Stock | Information Technology | |
| CWEN | Clearway Energy Class | Stock | Utilities | |
| INDB | Independent Bank | Stock | Financials | |
| HASI | Hannon Armstrong Sustainable | Stock | Real Estate | |
| BPOP | Popular | Stock | Financials | |
| BLD | Topbuild Corp | Stock | Consumer Discretionary |
Columbia Small Cap Risk Profiles
| Mean Deviation | 0.8029 | |||
| Semi Deviation | 0.6901 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.45 |
Columbia Small Against Markets
Columbia Small 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 Small mutual fund to make a market-neutral strategy. Peer analysis of Columbia Small could also be used in its relative valuation, which is a method of valuing Columbia Small by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
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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