COLUMBIA Mutual Fund Buy Hold or Sell Recommendation

CRBRX
 Fund
  

USD 10.10  0.01  0.1%   

Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding COLUMBIA ACORN FUND is 'Hold'. Macroaxis provides COLUMBIA ACORN buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CRBRX positions. The advice algorithm takes into account all of COLUMBIA ACORN's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from COLUMBIA ACORN's buy-and-hold perspective. Continue to COLUMBIA ACORN 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 ACORN FUND.

Execute COLUMBIA ACORN 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 ACORN FUND. Macroaxis does not own or have any residual interests in COLUMBIA ACORN FUND or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute COLUMBIA ACORN's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell COLUMBIA ACORNBuy COLUMBIA ACORN
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 ACORN FUND has a Risk Adjusted Performance of (0.002786), Jensen Alpha of (0.11), Total Risk Alpha of (0.12) and Treynor Ratio of (0.013999)
Our trade advice tool can cross-verify current analyst consensus on COLUMBIA ACORN FUND and to analyze the fund potential to grow for few more years. Use COLUMBIA ACORN FUND market capitalization and net asset to ensure your buy or sell decision on COLUMBIA ACORN FUND is adequate.

COLUMBIA ACORN Trading Alerts and Improvement Suggestions

COLUMBIA ACORN FUND generated a negative expected return over the last 90 days
COLUMBIA ACORN FUND is unlikely to experience financial distress in the next 2 years
The fund holds 99.46% of its assets under management (AUM) in equities

COLUMBIA ACORN Returns Distribution Density

The distribution of COLUMBIA ACORN's historical returns is an attempt to chart the uncertainty of COLUMBIA ACORN's future price movements. The chart of the probability distribution of COLUMBIA ACORN stock daily returns describes the distribution of returns around its average expected value. We use COLUMBIA ACORN FUND price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of COLUMBIA ACORN returns is essential to provide solid investment advice for COLUMBIA ACORN.
Mean Return-0.0084Value At Risk-3.33
Potential Upside3.52Standard Deviation2.16
   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 ACORN 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 ACORN 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 ACORN 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 ACORN'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 NYSE Composite
-0.11
β
Beta against NYSE Composite1.32
σ
Overall volatility
2.13
Ir
Information ratio -0.04

COLUMBIA ACORN Volatility Alert

COLUMBIA ACORN FUND exhibits very low volatility with skewness of 0.62 and kurtosis of 0.96. However, we advise investors to further study COLUMBIA ACORN FUND 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 ACORN'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 ACORN'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 ACORN Fundamentals Vs Peers

Comparing COLUMBIA ACORN'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 ACORN's direct or indirect competition across all of the common fundamentals between COLUMBIA ACORN and the related equities. This way, we can detect undervalued stocks with similar characteristics as COLUMBIA ACORN or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of COLUMBIA ACORN's fundamental indicators could also be used in its relative valuation, which is a method of valuing COLUMBIA ACORN by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare COLUMBIA ACORN to competition
FundamentalsCOLUMBIA ACORNPeer Average
Price to Earning2.85 X6.53 X
Price to Book3.29 X0.74 X
Price to Sales1.93 X0.61 X
One Year Return10.63 %4.15 %
Three Year Return10.97 %3.60 %
Five Year Return8.97 %3.24 %
Ten Year Return11.46 %1.79 %
Net Asset4.9 B4.11 B
Cash Position Weight0.54 %10.61 %
Equity Positions Weight99.46 %63.90 %

About COLUMBIA ACORN Buy or Sell Advice

When is the right time to buy or sell COLUMBIA ACORN FUND? 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 ACORN 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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Giant Impact
Giant Impact Theme
An experimental equal-weighted decomposition of large high potential stocks based on Macroaxis scoring framework. The Giant Impact theme has 39 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 Giant Impact Theme or any other thematic opportunities.
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Continue to COLUMBIA ACORN 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. You can also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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Please note, there is a significant difference between COLUMBIA ACORN's value and its price as these two are different measures arrived at by different means. Investors typically determine COLUMBIA ACORN value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, COLUMBIA ACORN'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.