Columbia Small Cap Fund Quote
| CXXRX Fund | USD 22.37 0.12 0.53% |
PerformanceVery Weak
| Odds Of DistressLow
|
Columbia Small is trading at 22.37 as of the 20th of May 2025; that is 0.53% down since the beginning of the trading day. The fund's open price was 22.49. Columbia Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of February 2025 and ending today, the 20th of May 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks that comprise the SP SmallCap 600 Index. The Investment Manager attempts to achieve at least a 95 percent correlation between the performance of the index and the funds investment results, before fees and expenses. More on Columbia Small Cap
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Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Funds, Small Blend Funds, Small Blend, Columbia (View all Sectors) |
| Update Date | 31st of March 2025 |
Columbia Small Cap [CXXRX] is traded in USA and was established 20th of May 2025. Columbia Small is listed under Columbia category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Columbia family. This fund currently has accumulated 4.83 B in assets under management (AUM) with no minimum investment requirementsColumbia Small Cap is currently producing year-to-date (YTD) return of 1.64% with the current yeild of 0.02%, while the total return for the last 3 years was 5.39%.
Check Columbia Small 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 Small Cap 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 Small Cap Mutual Fund Constituents
| RGEN | Repligen | Stock | Health Care | |
| IART | Integra LifeSciences Holdings | Stock | Health Care | |
| HAE | Haemonetics | Stock | Health Care | |
| CBU | Community Bank System | Stock | Financials | |
| NEOG | Neogen | Stock | Health Care | |
| GDOT | Green Dot | Stock | Financials | |
| NKTR | Nektar Therapeutics | Stock | Health Care | |
| TREX | Trex Company | Stock | Industrials |
Columbia Small Top Holders
| MHELX | Mh Elite Small | Mutual Fund | Allocation--85%+ Equity |
Columbia Small Cap Risk Profiles
| Mean Deviation | 1.38 | |||
| Standard Deviation | 2.09 | |||
| Variance | 4.35 | |||
| Risk Adjusted Performance | (0.08) |
Columbia Small Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Small 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 Small security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |