Columbia Diversified Fixed Etf Profile

DIAL Etf  USD 17.78  0.02  0.11%   

Performance

0 of 100

 
Low
 
High
Very Weak

Odds Of Distress

Less than 47

 
100  
 
Zero
About Average
Columbia Diversified is selling for 17.78 as of the 28th of March 2024. This is a -0.11 percent decrease since the beginning of the trading day. The etf's lowest day price was 17.77. Columbia Diversified has 47 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Columbia Diversified Fixed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in securities within the index or in securities, that the funds investment adviser determines have economic characteristics that are substantially the same as the economic characteristics of the securities within the index. The company has 57.03 M outstanding shares of which 353.15 K shares are currently shorted by private and institutional investors with about 94.6 trading days to cover. More on Columbia Diversified Fixed

Columbia Etf 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 Diversified's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Diversified or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaBroad Debt ETFs (View all Themes)
Business ConcentrationBroad Debt ETFs, Multisector Bond, Columbia Threadneedle, Communication (View all Sectors)
IssuerColumbia
Inception Date2017-10-12
BenchmarkBeta Advantage Multi-Sector Bond Index
Entity TypeRegulated Investment Company
Asset Under Management414.36 Million
Average Trading Valume48,617.2
Asset TypeFixed Income
CategoryBroad Debt
FocusBroad Debt
Market ConcentrationBlended Development
RegionGlobal
AdministratorThe Bank of New York Mellon Corporation
AdvisorColumbia Management Investment Advisers, LLC
CustodianThe Bank of New York Mellon Corporation
DistributorALPS Distributors, Inc.
Portfolio ManagerGene Tannuzzo, David Janssen
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents578
Market MakerJane Street
Total Expense0.28
Management Fee0.28
Country NameUSA
Returns Y T D(0.95)
NameColumbia Diversified Fixed Income Allocation
Currency CodeUSD
Open FigiBBG00HY5VRN4
In Threey Volatility9.64
1y Volatility9.01
200 Day M A17.4045
50 Day M A17.7158
CodeDIAL
Updated At27th of March 2024
Currency NameUS Dollar
Columbia Diversified Fixed [DIAL] is traded in USA and was established 2017-10-12. The fund is listed under Multisector Bond category and is part of Columbia Threadneedle family. The entity is thematically classified as Broad Debt ETFs. Columbia Diversified currently have 601.97 M in assets under management (AUM). , while the total return for the last 3 years was -2.5%. Columbia Diversified Fixed currently holds about 8.45 M in cash with (5.59 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.15.
Check Columbia Diversified Probability Of Bankruptcy

Geographic Allocation (%)

Columbia Diversified Currency Exposure

Columbia Diversified Fixed holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Columbia Diversified will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Columbia Diversified Fixed.

Top Columbia Diversified Fixed Etf Constituents

Federal National Mortgage Association 2.5%3.0299999%
Federal National Mortgage Association 3%0.99%
Federal National Mortgage Association 2%5.41%
Canada (Government of) 1.25%0.99%
United States Treasury Notes 1.12%1.84%
United States Treasury Bonds 1.88%1.52%
United States Treasury Bills 0%1.55%
Norway (Kingdom Of) 1.38%0.98%
New Zealand (Government Of) 3%0.98%

Columbia Diversified Target Price Odds Analysis

Proceeding from a normal probability distribution, the odds of Columbia Diversified jumping above the current price in 90 days from now is about 25.25%. The Columbia Diversified Fixed probability density function shows the probability of Columbia Diversified etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Columbia Diversified has a beta of 0.4209 suggesting as returns on the market go up, Columbia Diversified average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia Diversified Fixed will be expected to be much smaller as well. Additionally, columbia Diversified Fixed has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 17.78HorizonTargetOdds Above 17.78
73.55%90 days
 17.78 
25.25%
Based on a normal probability distribution, the odds of Columbia Diversified to move above the current price in 90 days from now is about 25.25 (This Columbia Diversified Fixed probability density function shows the probability of Columbia Etf to fall within a particular range of prices over 90 days) .

Columbia Diversified Top Holders

CTFDXColumbia Thermostat FundMutual FundTactical Allocation
AIHAXHorizon Active IncomeMutual FundIntermediate Core-Plus Bond
CYYYXColumbia Thermostat FundMutual FundTactical Allocation
COTZXColumbia Thermostat FundMutual FundTactical Allocation
CTFAXColumbia Thermostat FundMutual FundTactical Allocation
CQTRXColumbia Thermostat FundMutual FundTactical Allocation
CTORXColumbia Thermostat FundMutual FundTactical Allocation
More Details

Columbia Diversified Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Diversified market risk premium is the additional return an investor will receive from holding Columbia Diversified 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 Diversified. 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 Diversified's alpha and beta are two of the key measurements used to evaluate Columbia Diversified's performance over the market, the standard measures of volatility play an important role as well.

Columbia Diversified Against Markets

Picking the right benchmark for Columbia Diversified etf 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 Diversified etf 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 Diversified is critical whether you are bullish or bearish towards Columbia Diversified Fixed at a given time. Please also check how Columbia Diversified'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 Diversified 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?

Run Sign In To Macroaxis Now

   

Sign In To Macroaxis

Sign in to explore Macroaxis' wealth optimization platform and fintech modules
All  Next Launch Module

How to buy Columbia Etf?

Before investing in Columbia Diversified, 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 Diversified. To buy Columbia Diversified etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia Diversified. 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 Diversified etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Columbia Diversified Fixed etf 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 Diversified Fixed etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Columbia Diversified Fixed, 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 etf 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. For more information on how to buy Columbia Etf please use our How to Invest in Columbia Diversified guide.

Already Invested in Columbia Diversified Fixed?

The danger of trading Columbia Diversified Fixed is mainly related to its market volatility and ETF 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 Diversified 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 Diversified. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Diversified 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.
When determining whether Columbia Diversified is a strong investment it is important to analyze Columbia Diversified's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Columbia Diversified's future performance. For an informed investment choice regarding Columbia Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Columbia Diversified Fixed. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Columbia Diversified information on this page should be used as a complementary analysis to other Columbia Diversified's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

Complementary Tools for Columbia Etf analysis

When running Columbia Diversified's price analysis, check to measure Columbia Diversified's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Columbia Diversified is operating at the current time. Most of Columbia Diversified's value examination focuses on studying past and present price action to predict the probability of Columbia Diversified's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Columbia Diversified's price. Additionally, you may evaluate how the addition of Columbia Diversified to your portfolios can decrease your overall portfolio volatility.
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Fundamental Analysis
View fundamental data based on most recent published financial statements
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
The market value of Columbia Diversified is measured differently than its book value, which is the value of Columbia that is recorded on the company's balance sheet. Investors also form their own opinion of Columbia Diversified's value that differs from its market value or its book value, called intrinsic value, which is Columbia Diversified's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Columbia Diversified's market value can be influenced by many factors that don't directly affect Columbia Diversified's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Columbia Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Diversified's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.