Columbia Pacificasia Fund Quote

CPAYX Fund  USD 11.38  0.01  0.09%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Columbia Pacific/asia is trading at 11.38 as of the 20th of September 2024; that is 0.09% up since the beginning of the trading day. The fund's open price was 11.37. Columbia Pacific/asia has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Columbia Pacificasia Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of August 2024 and ending today, the 20th of September 2024. Click here to learn more.
To pursue its objective, the fund normally invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities, including common stock and preferred stock. In addition, under normal conditions, the fund invests at least 65 percent of its net assets in equity securities that pay current dividends at a rate at least double that of the current yield of SP 500. More on Columbia Pacificasia Fund

Moving together with COLUMBIA Mutual Fund

  0.91SRINX Columbia Porate IncomePairCorr
  0.89CUSHX Columbia Ultra ShortPairCorr
  0.89CUSBX Columbia Ultra ShortPairCorr
  0.87CUTRX Columbia Treasury IndexPairCorr

Moving against COLUMBIA Mutual Fund

  0.34CEKYX Columbia Emerging MarketsPairCorr

COLUMBIA Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Value Funds, Large Value, Columbia (View all Sectors)
Update Date30th of September 2024
Columbia Pacificasia Fund [CPAYX] is traded in USA and was established 20th of September 2024. Columbia Pacific/asia is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Value category and is part of Columbia family. This fund currently has accumulated 200.24 M in assets under management (AUM) with minimum initial investment of 1000 K. Columbia Pacific/asia is currently producing year-to-date (YTD) return of 1.99% with the current yeild of 0.05%, while the total return for the last 3 years was 13.29%.
Check Columbia Pacific/asia 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 Pacificasia Fund 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 Pacificasia Fund Mutual Fund Constituents

CICHFChina Construction BankPink SheetBanks—Diversified
BABAAlibaba Group HoldingStockConsumer Discretionary
HOCPFHOYA CorporationPink SheetMedical Instruments & Supplies
JDJD Inc AdrStockConsumer Discretionary
KYCCFKeyencePink SheetScientific & Technical Instruments
PIAIFPing An InsurancePink SheetInsurance—Life
TCTZFTencent HoldingsPink SheetInternet Content & Information
SFTBFSoftbank Group CorpPink SheetTelecom Services
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Columbia Pacific/asia Top Holders

CPDAXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CPAZXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CPARXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
AXBAXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CPDIXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
More Details

Columbia Pacific/asia Risk Profiles

Columbia Pacific/asia Against Markets

Other Information on Investing in COLUMBIA Mutual Fund

Columbia Pacific/asia 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 Pacific/asia security.
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