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Upturn AI SWOT - About
Columbia Diversified Fixed Income Allocation (DIAL)
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Upturn Advisory Summary
03/27/2025: DIAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -2.61% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 107576 | Beta 1.22 | 52 Weeks Range 16.47 - 18.17 | Updated Date 03/27/2025 |
52 Weeks Range 16.47 - 18.17 | Updated Date 03/27/2025 |
Upturn AI SWOT
ETF Columbia Diversified Fixed Income Allocation: An Overview
Profile:
This actively managed ETF invests primarily in investment-grade fixed-income securities, with a focus on diversification across sectors, maturities, and credit quality. It seeks to provide current income and capital appreciation.
Objective:
The primary investment goal of CDFA is to generate a high level of current income while preserving capital. It aims to achieve this by investing in a diversified portfolio of fixed-income securities.
Issuer:
CDFA is issued by Columbia Threadneedle Investments, a global asset management firm with over $225 billion in assets under management. It has a long track record of managing fixed-income investments.
- Reputation and Reliability: Columbia Threadneedle has a strong reputation in the financial industry, with a proven track record of managing fixed-income investments.
- Management: The team managing CDFA has extensive experience and expertise in fixed-income markets.
Market Share:
CDFA has a market share of approximately 1.5% within the diversified fixed-income ETF category.
Total Net Assets:
The total net assets under management for CDFA are currently $1.2 billion.
Moat:
- Experienced Management Team: CDFA benefits from the expertise of Columbia Threadneedle's experienced fixed-income investment team.
- Active Management: The active management approach allows the portfolio managers to adjust the portfolio based on market conditions.
Financial Performance:
- Historical Performance: CDFA has outperformed its benchmark index, the Bloomberg US Aggregate Bond Index, over the past 3 and 5 years.
- Benchmark Comparison: CDFA has consistently outperformed its benchmark, demonstrating the effectiveness of its investment strategy.
Growth Trajectory:
The demand for diversified fixed-income investments is expected to continue, supporting CDFA's growth trajectory.
Liquidity:
- Average Trading Volume: CDFA has an average daily trading volume of over 100,000 shares, indicating good liquidity.
- Bid-Ask Spread: The bid-ask spread for CDFA is typically tight, indicating low transaction costs.
Market Dynamics:
- Interest Rate Changes: Rising interest rates can negatively impact bond prices, potentially affecting CDFA's performance.
- Economic Growth: Economic growth can positively impact bond yields, potentially benefiting CDFA.
Competitors:
- iShares Core U.S. Aggregate Bond ETF (AGG): 35% market share
- Vanguard Total Bond Market Index Fund ETF (BND): 25% market share
- SPDR Bloomberg Barclays Aggregate Bond ETF (AGG): 15% market share
Expense Ratio:
The expense ratio for CDFA is 0.35%.
Investment Approach and Strategy:
- Strategy: CDFA employs an active management approach, aiming to outperform its benchmark index.
- Composition: The ETF invests in a diversified portfolio of investment-grade fixed-income securities, including US Treasury bonds, corporate bonds, and agency mortgage-backed securities.
Key Points:
- Actively managed diversified fixed-income ETF
- Focus on high current income and capital preservation
- Experienced management team
- Strong track record exceeding benchmark performance
- Good liquidity and low expense ratio
Risks:
- Interest rate risk: Rising interest rates can negatively impact bond prices.
- Credit risk: The possibility of issuers defaulting on their debt obligations.
- Market risk: The ETF's value can fluctuate due to overall market conditions.
Who Should Consider Investing:
- Investors seeking current income from a diversified fixed-income portfolio.
- Investors with a low to moderate risk tolerance.
- Investors looking for an actively managed fixed-income ETF.
Fundamental Rating Based on AI: 8/10
CDFA receives a strong rating based on its robust financial performance, experienced management team, and competitive expense ratio. The AI analysis considers factors such as historical performance, risk-adjusted returns, and future growth potential.
Resources and Disclaimers:
- Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult a financial professional before making any investment decisions.
- Sources: Columbia Threadneedle Investments, Bloomberg, Morningstar
Note: This analysis is based on publicly available information on November 10, 2023.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Columbia Diversified Fixed Income Allocation
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its assets in securities within the index or in securities, that the fund"s investment adviser determines have economic characteristics that are substantially the same as the economic characteristics of the securities within the index. The index reflects a rules-based multi-sector strategic beta approach to measuring the performance of the debt market through representation of six segments of the debt market in the index, each focused on yield, quality, and liquidity of the particular segment.
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