Columbia Growth Cash Position Weight vs. Holdings Turnover
| CGSAX Fund | USD 47.65 0.33 0.70% |
For Columbia Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Growth 529 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Growth 529 over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Growth 529 Holdings Turnover vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Growth's current stock value. Our valuation model uses many indicators to compare Columbia Growth value to that of its competitors to determine the firm's financial worth. Columbia Growth 529 is the top fund in cash position weight among similar funds. It also is the top fund in holdings turnover among similar funds reporting about 8.69 of Holdings Turnover per Cash Position Weight. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Growth's earnings, one of the primary drivers of an investment's value.Columbia Holdings Turnover vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Columbia Growth |
| = | 85.27 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Columbia Growth |
| = | 741.00 % |
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Columbia Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Growth will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Growth's change in net profit over the period of time. It can combine multiple indicators of Columbia Growth, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Columbia Growth is entity of United States. It is traded as Fund on NMFQS exchange.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Growth. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Columbia Growth position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Columbia Growth's important profitability drivers and their relationship over time.
| Cash Position Weight vs Year To Date Return | ||
| Net Asset vs Holdings Turnover | ||
| Cash Position Weight vs Minimum Initial Investment | ||
| Bond Positions Weight vs Holdings Turnover |
Use Columbia Growth in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Columbia Growth position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Columbia Growth will appreciate offsetting losses from the drop in the long position's value.Columbia Growth Pair Trading
Columbia Growth 529 Pair Trading Analysis
The ability to find closely correlated positions to Columbia Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Columbia Growth when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Columbia Growth - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Columbia Growth 529 to buy it.
The correlation of Columbia Growth is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Columbia Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Growth 529 moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Columbia Growth can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Columbia Growth position
In addition to having Columbia Growth in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Munis Funds Thematic Idea Now
Munis Funds
Funds or Etfs that invest in fixed income securities issued by states, cities, and towns as well as other public entities. The Munis Funds theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Munis Funds Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund
To fully project Columbia Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Columbia Growth 529 at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Columbia Growth's income statement, its balance sheet, and the statement of cash flows.
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