Columbia Mid Cap Fund Quote
| CPXRX Fund | USD 16.00 0.10 0.63% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Columbia Mid is trading at 16.00 as of the 12th of December 2024; that is 0.63% up since the beginning of the trading day. The fund's open price was 15.9. Columbia Mid 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. The performance scores are derived for the period starting the 23rd of December 2022 and ending today, the 12th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in common stocks that comprise the SP MidCap 400 Index. In seeking to match the performance of the index, the Investment Manager attempts to allocate the funds assets among common stocks in approximately the same weightings as the index. More on Columbia Mid Cap
Moving together with Columbia Mutual Fund
| 0.73 | CUSHX | Columbia Ultra Short | PairCorr |
| 0.7 | CUSBX | Columbia Ultra Short | PairCorr |
| 0.82 | CDAZX | Multi Manager Direct | PairCorr |
| 0.88 | CUURX | Columbia Small Cap | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Columbia (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Mid Cap [CPXRX] is traded in USA and was established 12th of December 2024. Columbia Mid is listed under Columbia category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Columbia family. This fund currently has accumulated 4.91 B in assets under management (AUM) with no minimum investment requirementsColumbia Mid Cap is currently producing year-to-date (YTD) return of 21.23% with the current yeild of 0.01%, while the total return for the last 3 years was 8.07%.
Check Columbia Mid 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 Mid 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 Mid Cap Mutual Fund Constituents
| HII | Huntington Ingalls Industries | Stock | Industrials | |
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| SIVB | SVB Financial Group | Stock | Financials | |
| RMD | ResMed Inc | Stock | Health Care | |
| ZBRA | Zebra Technologies | Stock | Information Technology | |
| DPZ | Dominos Pizza | Stock | Consumer Discretionary | |
| ANSS | ANSYS Inc | Stock | Information Technology | |
| FTNT | Fortinet | Stock | Information Technology |
Columbia Mid Cap Risk Profiles
| Mean Deviation | 0.7577 | |||
| Semi Deviation | 1.32 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.57 |
Columbia Mid Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Mid 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 Mid security.
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