COLUMBIA Mutual Fund Financials

AQEAX
 Fund
  

USD 12.08  0.04  0.33%   

You can use fundamental analysis to find out if COLUMBIA DISCIPLINED CORE is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze thirteen available fundamental indicators for COLUMBIA DISCIPLINED CORE, which can be compared to its rivals. Please make use of COLUMBIA DISCIPLINED CORE total asset and net asset to make a decision on whether COLUMBIA DISCIPLINED is priced fairly. Use COLUMBIA DISCIPLINED to protect your portfolios against small market fluctuations. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a normal downward trend and little activity. Check odds of COLUMBIA DISCIPLINED to be traded at $11.96 in 90 days.
  
With this module, you can analyze COLUMBIA financials for your investing period. You should be able to track the changes in COLUMBIA DISCIPLINED individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past COLUMBIA DISCIPLINED Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of COLUMBIA DISCIPLINED's financial statements are interrelated, with each one affecting the others. For example, an increase in COLUMBIA DISCIPLINED's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 1
COLUMBIA DISCIPLINED CORE has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for COLUMBIA DISCIPLINED mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in COLUMBIA DISCIPLINED's official financial statements usually reflect COLUMBIA DISCIPLINED's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of COLUMBIA DISCIPLINED CORE. For example, before you start analyzing numbers published by COLUMBIA accountants, it's critical to develop an understanding of what COLUMBIA DISCIPLINED's liquidity, profitability, and earnings quality are in the context of the Columbia Threadneedle space in which it operates.
Please note that past performance is not an indicator of the future performance of COLUMBIA DISCIPLINED, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

COLUMBIA DISCIPLINED Company Summary

COLUMBIA DISCIPLINED competes with Nanophase Technol. The investment seeks to provide shareholders with long-term capital growth. Columbia Disciplined is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS19763T6405
Business AddressColumbia Funds Series
Mutual Fund FamilyColumbia Threadneedle
Mutual Fund CategoryLarge Blend
BenchmarkNYSE Composite
Phone800 345 6611
CurrencyUSD - US Dollar

COLUMBIA Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining COLUMBIA DISCIPLINED's current stock value. Our valuation model uses many indicators to compare COLUMBIA DISCIPLINED value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across COLUMBIA DISCIPLINED competition to find correlations between indicators driving COLUMBIA DISCIPLINED's intrinsic value. More Info.
COLUMBIA DISCIPLINED CORE is the top fund in equity positions weight among similar funds. It is the top fund in ten year return among similar funds reporting about  0.13  of Ten Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Ten Year Return for COLUMBIA DISCIPLINED CORE is roughly  7.77 . Comparative valuation analysis is a catch-all model that can be used if you cannot value COLUMBIA DISCIPLINED by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for COLUMBIA DISCIPLINED's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 DISCIPLINED's earnings, one of the primary drivers of an investment's value.

COLUMBIA DISCIPLINED CORE Systematic Risk

COLUMBIA DISCIPLINED's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. COLUMBIA DISCIPLINED volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was seven with a total number of output elements of fifty-four. The Beta measures systematic risk based on how returns on COLUMBIA DISCIPLINED CORE correlated with the market. If Beta is less than 0 COLUMBIA DISCIPLINED generally moves in the opposite direction as compared to the market. If COLUMBIA DISCIPLINED Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one COLUMBIA DISCIPLINED CORE is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of COLUMBIA DISCIPLINED is generally in the same direction as the market. If Beta > 1 COLUMBIA DISCIPLINED moves generally in the same direction as, but more than the movement of the benchmark.
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About COLUMBIA DISCIPLINED Financials

What exactly are COLUMBIA DISCIPLINED Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include COLUMBIA DISCIPLINED's income statement, its balance sheet, and the statement of cash flows. Potential COLUMBIA DISCIPLINED investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although COLUMBIA DISCIPLINED investors may use each financial statement separately, they are all related. The changes in COLUMBIA DISCIPLINED's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on COLUMBIA DISCIPLINED's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as COLUMBIA DISCIPLINED is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of COLUMBIA has grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
COLUMBIA DISCIPLINED CORE is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 4.81 Billion. COLUMBIA DISCIPLINED totals roughly 4.78 Billion in net asset claiming about 99% of funds under Large Blend category.

COLUMBIA DISCIPLINED December 8, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of COLUMBIA DISCIPLINED help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of COLUMBIA DISCIPLINED CORE. We use our internally-developed statistical techniques to arrive at the intrinsic value of COLUMBIA DISCIPLINED CORE based on widely used predictive technical indicators. In general, we focus on analyzing COLUMBIA Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build COLUMBIA DISCIPLINED's daily price indicators and compare them against related drivers.
Downside Deviation1.51
Information Ratio(0.031233)
Maximum Drawdown7.29
Value At Risk(2.29)
Potential Upside2.82
Please continue to Trending Equities. Note that the COLUMBIA DISCIPLINED CORE information on this page should be used as a complementary analysis to other COLUMBIA DISCIPLINED'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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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When running COLUMBIA DISCIPLINED CORE price analysis, check to measure COLUMBIA DISCIPLINED'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 DISCIPLINED is operating at the current time. Most of COLUMBIA DISCIPLINED's value examination focuses on studying past and present price action to predict the probability of COLUMBIA DISCIPLINED's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move COLUMBIA DISCIPLINED's price. Additionally, you may evaluate how the addition of COLUMBIA DISCIPLINED to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between COLUMBIA DISCIPLINED's value and its price as these two are different measures arrived at by different means. Investors typically determine COLUMBIA DISCIPLINED value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, COLUMBIA DISCIPLINED'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.