Columbia Mutual Fund Quote

AQEAX
 Fund
  

USD 12.39  0.05  0.41%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Columbia Disciplined is trading at 12.39 as of the 28th of November 2022; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 12.34. Columbia Disciplined has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Columbia Disciplined Core are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of June 2021 and ending today, the 28th of November 2022. Click here to learn more.
The investment seeks to provide shareholders with long-term capital growth. Columbia Disciplined is traded on NASDAQ Exchange in the United States. More on Columbia Disciplined Core

Moving together with Columbia Disciplined

+0.99VFINXVanguard Index Trust Low VolatilityPairCorr
+0.99VFFSXVanguard 500 Index Low VolatilityPairCorr
+0.99VFIAXVanguard 500 Index Low VolatilityPairCorr
+0.89FILFXStrategic Advisers Steady GrowthPairCorr

Columbia Disciplined Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Columbia Disciplined's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Disciplined or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Columbia Disciplined is unlikely to experience financial distress in the next 2 years
The fund holds 99.54% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Columbia Disciplined's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate12th of December 2019
Columbia Disciplined Core [AQEAX] is traded in USA and was established 28th of November 2022. The fund is listed under Large Blend category and is part of Columbia Threadneedle family. Columbia Disciplined Core presently has accumulated 4.78 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 9.33%.
Check Columbia Disciplined 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 Disciplined Core 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 Disciplined Core Constituents

Columbia Disciplined Target Price Odds Analysis

Based on a normal probability distribution, the odds of Columbia Disciplined jumping above the current price in 90 days from now is about 9.37%. The Columbia Disciplined Core probability density function shows the probability of Columbia Disciplined mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.139. This suggests Columbia Disciplined Core market returns are sensitive to returns on the market. As the market goes up or down, Columbia Disciplined is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Columbia Disciplined Core is significantly underperforming DOW.
  Odds Below 12.39HorizonTargetOdds Above 12.39
90.49%90 days
 12.39 
9.37%
Based on a normal probability distribution, the odds of Columbia Disciplined to move above the current price in 90 days from now is about 9.37 (This Columbia Disciplined Core probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .

Columbia Disciplined Core Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Disciplined market risk premium is the additional return an investor will receive from holding Columbia Disciplined long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Columbia Disciplined. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Columbia Disciplined's alpha and beta are two of the key measurements used to evaluate Columbia Disciplined's performance over the market, the standard measures of volatility play an important role as well.

Columbia Disciplined Against Markets

Picking the right benchmark for Columbia Disciplined mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Columbia Disciplined mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Columbia Disciplined is critical whether you are bullish or bearish towards Columbia Disciplined Core at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Columbia Disciplined without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Columbia Disciplined Core?

The danger of trading Columbia Disciplined Core is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Columbia Disciplined is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Columbia Disciplined. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Disciplined Core is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

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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.