Columbia Large is trading at 17.43 as of the 4th of December 2024; that is 0.46% up since the beginning of the trading day. The fund's open price was 17.35. Columbia Large 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 Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of September 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. More on Columbia Large Cap
Columbia Large Cap [NFEAX] is traded in USA and was established 4th of December 2024. Columbia Large is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Columbia Threadneedle family. This fund now has accumulated 1.19 B in assets with no minimum investment requirementsColumbia Large Cap is currently producing year-to-date (YTD) return of 23.78%, while the total return for the last 3 years was 4.1%.
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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 Large 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.
Other Information on Investing in Columbia Mutual Fund
Columbia Large 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 Large security.