Columbia Trarian Core Fund Quote

COFYX Fund  USD 41.18  0.15  0.36%   

Performance

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Odds Of Distress

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Low
Columbia Trarian is trading at 41.18 as of the 26th of September 2025; that is 0.36% down since the beginning of the trading day. The fund's open price was 41.33. Columbia Trarian has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 28th of June 2025 and ending today, the 26th of September 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks. In addition, under normal circumstances, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the funds investment manager believes are undervalued and have the potential for long-term growth and current income. More on Columbia Trarian Core

Moving together with Columbia Mutual Fund

  0.82SRINX Columbia Porate IncomePairCorr
  0.89CUSBX Columbia Ultra ShortPairCorr
  0.73CUTRX Columbia Treasury IndexPairCorr
  0.83CDAZX Multi Manager DirectPairCorr
  0.83CUURX Columbia Small CapPairCorr
  0.73CUTYX Columbia Treasury IndexPairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Blend Funds, Large Blend, Columbia, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2025
Columbia Trarian Core [COFYX] is traded in USA and was established 26th of September 2025. Columbia Trarian is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Columbia family. This fund currently has accumulated 11.54 B in assets under management (AUM) with minimum initial investment of 1000 K. Columbia Trarian Core is currently producing year-to-date (YTD) return of 10.14% with the current yeild of 0.01%, while the total return for the last 3 years was 20.09%.
Check Columbia Trarian 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 Trarian 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 Trarian Core Mutual Fund Constituents

HONHoneywell InternationalStockIndustrials
PFEPfizer IncStockHealth Care
CVXChevron CorpStockEnergy
AMZNAmazon IncStockConsumer Discretionary
RTXRaytheon Technologies CorpStockIndustrials
PMPhilip Morris InternationalStockConsumer Staples
MSFTMicrosoftStockInformation Technology
MDTMedtronic PLCStockHealth Care
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Columbia Trarian Top Holders

AXBAXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CTFDXColumbia Thermostat FundMutual FundTactical Allocation
CBVZXColumbia Capital AllocationMutual FundAllocation--15% to 30% Equity
NIPAXColumbia Capital AllocationMutual FundAllocation--30% to 50% Equity
CPDMXColumbia Capital AllocationMutual FundAllocation--50% to 70% Equity
CPDIXColumbia Capital AllocationMutual FundAllocation--70% to 85% Equity
CBMZXColumbia Capital AllocationMutual FundAllocation--50% to 70% Equity
ABDAXColumbia Capital AllocationMutual FundAllocation--15% to 30% Equity
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Columbia Trarian Core Risk Profiles

Columbia Trarian Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Trarian financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Trarian security.
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