COLUMBIA Fundamentals

AQEAX
 Fund
  

USD 12.54  0.03  0.24%   

COLUMBIA DISCIPLINED CORE fundamentals help investors to digest information that contributes to COLUMBIA DISCIPLINED's financial success or failures. It also enables traders to predict the movement of COLUMBIA Mutual Fund. The fundamental analysis module provides a way to measure COLUMBIA DISCIPLINED's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to COLUMBIA DISCIPLINED mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

COLUMBIA Cash Position Weight Analysis

COLUMBIA DISCIPLINED's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis

Current COLUMBIA DISCIPLINED Cash Position Weight

    
  0.46 %  
Most of COLUMBIA DISCIPLINED's fundamental indicators, such as Cash Position Weight, 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 DISCIPLINED CORE is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Compare to competition

COLUMBIA DISCIPLINED Cash Position Weight Component Assessment

In accordance with the recently published financial statements, COLUMBIA DISCIPLINED CORE has 0.46% in Cash Position Weight. This is much higher than that of the Columbia Threadneedle family and significantly higher than that of the Large Blend category. The cash position weight for all United States funds is notably lower than that of the firm.

COLUMBIA DISCIPLINED CORE Fundamental Drivers 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 one year return among similar funds. It is the top fund in five year return among similar funds reporting about  0.77  of Five Year Return per One Year Return. The ratio of One Year Return to Five Year Return for COLUMBIA DISCIPLINED CORE is roughly  1.30 . 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.

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Fund Asset Allocation for COLUMBIA DISCIPLINED

The fund invests 99.54% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.46%) .
   Value   
       Instrument Type  

COLUMBIA Fundamentals

About COLUMBIA DISCIPLINED Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze COLUMBIA DISCIPLINED CORE's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of COLUMBIA DISCIPLINED using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of COLUMBIA DISCIPLINED CORE 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.
The investment seeks to provide shareholders with long-term capital growth. Columbia Disciplined is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards COLUMBIA DISCIPLINED in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, COLUMBIA DISCIPLINED's short interest history, or implied volatility extrapolated from COLUMBIA DISCIPLINED options trading.

Pair Trading with COLUMBIA DISCIPLINED

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if COLUMBIA DISCIPLINED position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in COLUMBIA DISCIPLINED will appreciate offsetting losses from the drop in the long position's value.

Moving together with COLUMBIA DISCIPLINED

+0.99VFINXVANGUARD 500 INDEX Low VolatilityPairCorr
+0.99VFFSXVANGUARD 500 INDEX Low VolatilityPairCorr
+0.99VFIAXVANGUARD 500 INDEX Low VolatilityPairCorr
+0.73WMTWalmart TrendingPairCorr
The ability to find closely correlated positions to COLUMBIA DISCIPLINED could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace COLUMBIA DISCIPLINED when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back COLUMBIA DISCIPLINED - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling COLUMBIA DISCIPLINED CORE to buy it.
The correlation of COLUMBIA DISCIPLINED is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as COLUMBIA DISCIPLINED moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if COLUMBIA DISCIPLINED CORE moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for COLUMBIA DISCIPLINED can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to COLUMBIA DISCIPLINED Piotroski F Score and COLUMBIA DISCIPLINED Altman Z Score analysis. 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 Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

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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.