Columbia Small Cap Fund Fundamentals
| CSSCX Fund | USD 20.20 0.12 0.60% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Columbia Small's long-term financial health and intrinsic value.
Columbia |
Columbia Small Cap Mutual Fund Year To Date Return Analysis
Columbia Small's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Columbia Small Year To Date Return | 3.06 % |
Most of Columbia Small's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Columbia Small Cap has a Year To Date Return of 3.0585%. This is 62.52% lower than that of the Columbia family and significantly higher than that of the Small Value category. The year to date return for all United States funds is notably lower than that of the firm.
Columbia Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Small's current stock value. Our valuation model uses many indicators to compare Columbia Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Small competition to find correlations between indicators driving Columbia Small's intrinsic value. More Info.Columbia Small Cap is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Columbia Small Cap is roughly 13.00 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Small's earnings, one of the primary drivers of an investment's value.Columbia Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Small's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Columbia Small could also be used in its relative valuation, which is a method of valuing Columbia Small by comparing valuation metrics of similar companies.Columbia Small is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Columbia Small
The fund invests 99.21% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.79%) .Asset allocation divides Columbia Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Columbia Fundamentals
| Price To Earning | 16.25 X | ||||
| Price To Book | 1.25 X | ||||
| Price To Sales | 0.81 X | ||||
| Total Asset | 6.27 M | ||||
| Year To Date Return | 3.06 % | ||||
| One Year Return | 2.32 % | ||||
| Three Year Return | 11.31 % | ||||
| Five Year Return | 15.39 % | ||||
| Ten Year Return | 5.23 % | ||||
| Net Asset | 576.95 M | ||||
| Cash Position Weight | 0.79 % | ||||
| Equity Positions Weight | 99.21 % |
About Columbia Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Columbia Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, 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 Value Index at the time of purchase, that the funds investment manager believes are undervalued. It may invest up to 20 percent of its total assets in foreign securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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