COLUMBIA Equity Positions Weight

AQEAX
 Fund
  

USD 12.57  0.35  2.86%   

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 Equity Positions Weight Analysis

COLUMBIA DISCIPLINED's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current COLUMBIA DISCIPLINED Equity Positions Weight

    
  99.54 %  
Most of COLUMBIA DISCIPLINED's fundamental indicators, such as Equity Positions 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 with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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COLUMBIA DISCIPLINED Equity Positions Weight Component Assessment

According to the company disclosure, COLUMBIA DISCIPLINED CORE has an Equity Positions Weight of 99%. This is much higher than that of the Columbia Threadneedle family and significantly higher than that of the Large Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.

COLUMBIA Equity Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses COLUMBIA DISCIPLINED's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of COLUMBIA DISCIPLINED could also be used in its relative valuation, which is a method of valuing COLUMBIA DISCIPLINED by comparing valuation metrics of similar companies.
COLUMBIA DISCIPLINED is currently under evaluation in equity positions weight among similar funds.

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.

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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Fundamental Analysis

View fundamental data based on most recent published financial statements
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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
+0.88VFFSXVANGUARD 500 INDEX Low VolatilityPairCorr
+0.99VFIAXVANGUARD 500 INDEX Low VolatilityPairCorr
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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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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.