Columbia Ultra Short Fund Quote
| CUSOX Fund | USD 9.19 0.00 0.00% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Columbia Ultra is trading at 9.19 as of the 16th of April 2024; that is No Change since the beginning of the trading day. The fund's open price was 9.19. Columbia Ultra has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Columbia Ultra Short are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in a diversified portfolio of domestic debt securities of investment grade quality. Debt securities may be issued by governments, companies or special purpose entities and may include notes, bonds, debentures and commercial paper. More on Columbia Ultra Short
Moving together with Columbia Mutual Fund
| 0.87 | ILGCX | Columbia Integrated Large | PairCorr |
| 0.87 | ILGEX | Columbia Integrated Large | PairCorr |
| 0.87 | ILGDX | Columbia Integrated Large | PairCorr |
| 0.87 | ILGGX | Columbia Integrated Large | PairCorr |
| 0.87 | ILGFX | Columbia Integrated Large | PairCorr |
| 0.87 | ILGHX | Columbia Integrated Large | PairCorr |
Columbia Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Columbia Ultra's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Ultra or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Columbia Threadneedle Funds, Large Funds, Ultrashort Bond Funds, Ultrashort Bond, Columbia Threadneedle, Large, Ultrashort Bond (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Columbia Ultra Short [CUSOX] is traded in USA and was established 16th of April 2024. Columbia Ultra is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Ultrashort Bond category and is part of Columbia Threadneedle family. This fund currently has accumulated 1.4 B in assets under management (AUM) with no minimum investment requirementsColumbia Ultra Short is currently producing year-to-date (YTD) return of 1.61% with the current yeild of 0.0%, while the total return for the last 3 years was 2.67%.
Check Columbia Ultra Probability Of Bankruptcy
Instrument Allocation
Columbia Ultra Target Price Odds Analysis
Based on a normal probability distribution, the odds of Columbia Ultra jumping above the current price in 90 days from now is about 7.27%. The Columbia Ultra Short probability density function shows the probability of Columbia Ultra mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Columbia Ultra has a beta of 0.0317 suggesting as returns on the market go up, Columbia Ultra average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia Ultra Short will be expected to be much smaller as well. Additionally, columbia Ultra Short has an alpha of 0.0083, implying that it can generate a 0.008286 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Columbia Ultra to move above the current price in 90 days from now is about 7.27 (This Columbia Ultra Short probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .
Columbia Ultra Short Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Ultra market risk premium is the additional return an investor will receive from holding Columbia Ultra long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Columbia Ultra. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Columbia Ultra's alpha and beta are two of the key measurements used to evaluate Columbia Ultra's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.0477 | |||
| Standard Deviation | 0.0901 | |||
| Variance | 0.0081 | |||
| Risk Adjusted Performance | 0.0793 |
Columbia Ultra Against Markets
Picking the right benchmark for Columbia Ultra mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Columbia Ultra mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Columbia Ultra is critical whether you are bullish or bearish towards Columbia Ultra Short at a given time. Please also check how Columbia Ultra's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Columbia Ultra 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.Did you try this?
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How to buy Columbia Mutual Fund?
Before investing in Columbia Ultra, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Columbia Ultra. To buy Columbia Ultra fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia Ultra. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Columbia Ultra fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Columbia Ultra Short fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Columbia Ultra Short fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Columbia Ultra Short, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Columbia Ultra Short?
The danger of trading Columbia Ultra Short is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Columbia Ultra is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Columbia Ultra. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Ultra Short is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Columbia Ultra Short. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.