Columbia Growth 529 Fund Ten Year Return
| CGSAX Fund | USD 48.71 0.24 0.49% |
Columbia Growth 529 fundamentals help investors to digest information that contributes to Columbia Growth's financial success or failures. It also enables traders to predict the movement of Columbia Mutual Fund. The fundamental analysis module provides a way to measure Columbia Growth's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Columbia Growth mutual fund.
Columbia |
Columbia Growth 529 Mutual Fund Ten Year Return Analysis
Columbia Growth's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, Columbia Growth 529 has a Ten Year Return of 0.0%. This is 100.0% lower than that of the Category family and 100.0% lower than that of the Family category. The ten year return for all United States funds is 100.0% higher than that of the company.
Columbia Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Growth's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Columbia Growth could also be used in its relative valuation, which is a method of valuing Columbia Growth by comparing valuation metrics of similar companies.Columbia Growth is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Columbia Growth
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in bonds.Asset allocation divides Columbia Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Columbia Fundamentals
| Year To Date Return | 0.64 % | ||||
| Net Asset | 8.28 M | ||||
| Minimum Initial Investment | 2 K | ||||
| Holdings Turnover | 741.00 % | ||||
| Cash Position Weight | 85.27 % | ||||
| Bond Positions Weight | 14.73 % |
About Columbia Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Columbia Growth 529's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Growth 529 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Columbia Growth 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 Growth security.
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