Columbia Mutual Fund Buy Hold or Sell Recommendation

AQEAX
 Fund
  

USD 11.66  0.01  0.09%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Columbia Disciplined Core is 'Cautious Hold'. Macroaxis provides Columbia Disciplined buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AQEAX positions. The advice algorithm takes into account all of Columbia Disciplined's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Columbia Disciplined's buy-and-hold perspective. Please continue to Columbia Disciplined Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Columbia and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Columbia Disciplined Core.

Execute Columbia Disciplined Buy or Sell Advice

The Columbia recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Columbia Disciplined Core. Macroaxis does not own or have any residual interests in Columbia Disciplined Core or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Columbia Disciplined's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Columbia DisciplinedBuy Columbia Disciplined
Cautious Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Columbia Disciplined Core has a Mean Deviation of 1.06, Standard Deviation of 1.42 and Variance of 2.01
Our trade advice tool can cross-verify current analyst consensus on Columbia Disciplined Core and to analyze the fund potential to grow in the current economic cycle. Please makes use of Columbia Disciplined total asset and net asset to make buy, hold, or sell decision on Columbia Disciplined Core.

Columbia Disciplined Trading Alerts and Improvement Suggestions

Columbia Disciplined generated a negative expected return over the last 90 days
Columbia Disciplined is unlikely to experience financial distress in the next 2 years
The fund holds 99.21% of its assets under management (AUM) in equities

Columbia Disciplined Returns Distribution Density

The distribution of Columbia Disciplined's historical returns is an attempt to chart the uncertainty of Columbia Disciplined's future price movements. The chart of the probability distribution of Columbia Disciplined stock daily returns describes the distribution of returns around its average expected value. We use Columbia Disciplined Core price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Columbia Disciplined returns is essential to provide solid investment advice for Columbia Disciplined.
Mean Return-0.003Value At Risk-2.02
Potential Upside2.72Standard Deviation1.42
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Columbia Disciplined historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Columbia Disciplined Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Columbia Disciplined or Columbia Threadneedle sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Columbia Disciplined's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Columbia fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.0083
β
Beta against DOW0.08
σ
Overall volatility
1.43
Ir
Information ratio 0.0315

Columbia Disciplined Volatility Alert

Columbia Disciplined Core exhibits very low volatility with skewness of -0.16 and kurtosis of 1.0. However, we advise investors to further study Columbia Disciplined Core technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Columbia Disciplined's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Columbia Disciplined's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Columbia Disciplined Fundamentals Vs Peers

Comparing Columbia Disciplined's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Columbia Disciplined's direct or indirect competition across all of the common fundamentals between Columbia Disciplined and the related equities. This way, we can detect undervalued stocks with similar characteristics as Columbia Disciplined or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Columbia Disciplined's fundamental indicators could also be used in its relative valuation, which is a method of valuing Columbia Disciplined by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Columbia Disciplined to competition
FundamentalsColumbia DisciplinedPeer Average
Price to Earning16.14 X6.53 X
Price to Book2.62 X0.74 X
Price to Sales1.33 X0.61 X
One Year Return10.68 %4.15 %
Three Year Return9.33 %3.60 %
Five Year Return8.19 %3.24 %
Ten Year Return12.81 %1.79 %
Net Asset4.78 B4.11 B
Cash Position Weight0.79 %10.61 %
Equity Positions Weight99.21 %63.90 %

About Columbia Disciplined Buy or Sell Advice

When is the right time to buy or sell Columbia Disciplined Core? Buying financial instruments such as Columbia Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Columbia Disciplined in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Utilities Thematic Idea Now

Utilities
Utilities Theme
Highly leveraged corporations that deliver utilities such as power, water or gas to public or business. The Utilities theme has 30 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Utilities Theme or any other thematic opportunities.
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Please continue to Columbia Disciplined Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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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.