Columbia Small Cap Fund Quote
CSGYX Fund | USD 24.89 0.25 0.99% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Columbia Small is trading at 24.89 as of the 20th of April 2024; that is -0.99 percent decrease since the beginning of the trading day. The fund's open price was 25.14. Columbia Small has about a 21 % 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. Equity ratings for Columbia Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of January 2024 and ending today, the 20th of April 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Growth Index at the time of purchase. Columbia Small is traded on NASDAQ Exchange in the United States. More on Columbia Small Cap
Moving together with Columbia Mutual Fund
0.76 | CUSHX | Columbia Ultra Short | PairCorr |
0.79 | CUSBX | Columbia Ultra Short | PairCorr |
0.93 | CDAZX | Multi Manager Direct | PairCorr |
0.75 | CUURX | Columbia Small Cap | PairCorr |
Columbia Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Columbia Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Columbia Funds, Large Funds, Small Growth Funds, Small Growth, Columbia (View all Sectors) |
Update Date | 31st of March 2024 |
Columbia Small Cap [CSGYX] is traded in USA and was established 20th of April 2024. Columbia Small is listed under Columbia category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Columbia family. This fund currently has accumulated 580.9 M in assets under management (AUM) with no minimum investment requirementsColumbia Small Cap is currently producing year-to-date (YTD) return of 7.23%, while the total return for the last 3 years was -7.65%.
Check Columbia Small Probability Of Bankruptcy
Instrument Allocation
Top Columbia Small Cap Mutual Fund Constituents
WST | West Pharmaceutical Services | Stock | Health Care |
COR | Cencora | Stock | Health Care |
FICO | Fair Isaac | Stock | Information Technology |
LTHM | Livent Corp | Stock | Materials |
JBT | John Bean Technologies | Stock | Industrials |
PCTY | Paylocity Holdng | Stock | Information Technology |
INGN | Inogen Inc | Stock | Health Care |
Columbia Small Target Price Odds Analysis
Based on a normal probability distribution, the odds of Columbia Small jumping above the current price in 90 days from now is about 69.95%. The Columbia Small Cap probability density function shows the probability of Columbia Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.5366 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Columbia Small will likely underperform. Additionally, columbia Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Columbia Small to move above the current price in 90 days from now is about 69.95 (This Columbia Small Cap probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .
Columbia Small Top Holders
AXBAX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
CPANX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
RBGCX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
CPARX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
CPDAX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
CPAZX | Columbia Capital Allocation | Mutual Fund | Allocation--70% to 85% Equity |
CLGRX | Columbia Global Strategic | Mutual Fund | Large Growth |
Columbia Small Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Small market risk premium is the additional return an investor will receive from holding Columbia Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Columbia Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Columbia Small's alpha and beta are two of the key measurements used to evaluate Columbia Small's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.9688 | |||
Semi Deviation | 1.14 | |||
Standard Deviation | 1.18 | |||
Variance | 1.4 |
Columbia Small Against Markets
Picking the right benchmark for Columbia Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Columbia Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Columbia Small is critical whether you are bullish or bearish towards Columbia Small Cap at a given time. Please also check how Columbia Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Columbia Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Columbia Mutual Fund?
Before investing in Columbia Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Columbia Small. To buy Columbia Small fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Columbia Small fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Columbia Small Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Columbia Small Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Columbia Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Columbia Small Cap?
The danger of trading Columbia Small Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Columbia Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Columbia Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Columbia Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.