Columbia Limited Duration Fund Quote

CLDZX Fund  USD 9.67  0.01  0.10%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Columbia Limited is trading at 9.67 as of the 24th of May 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.66. Columbia Limited has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Columbia Limited Duration are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of June 2022 and ending today, the 24th of May 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in corporate bonds. It primarily invests in debt securities with short- and intermediate-term maturities generally similar to those included in the funds benchmark index, the Bloomberg U.S. More on Columbia Limited Duration

Moving together with Columbia Mutual Fund

  0.8CDAZX Multi Manager DirectPairCorr
  0.83CUURX Columbia Small CapPairCorr
  0.8CDDYX Columbia Dividend IncomePairCorr
  0.8CDDRX Columbia Dividend IncomePairCorr

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 Limited's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Limited or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationColumbia Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Columbia (View all Sectors)
Update Date31st of March 2024
Columbia Limited Duration [CLDZX] is traded in USA and was established 24th of May 2024. Columbia Limited is listed under Columbia category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Columbia family. This fund currently has accumulated 582.08 M in assets under management (AUM) with no minimum investment requirementsColumbia Limited Duration is currently producing year-to-date (YTD) return of 0.9% with the current yeild of 0.0%, while the total return for the last 3 years was 0.18%.
Check Columbia Limited Probability Of Bankruptcy

Instrument Allocation

Columbia Limited Duration Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Limited market risk premium is the additional return an investor will receive from holding Columbia Limited 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 Limited. 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 Limited's alpha and beta are two of the key measurements used to evaluate Columbia Limited's performance over the market, the standard measures of volatility play an important role as well.

Columbia Limited Against Markets

Picking the right benchmark for Columbia Limited 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 Limited 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 Limited is critical whether you are bullish or bearish towards Columbia Limited Duration at a given time. Please also check how Columbia Limited'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 Limited 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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How to buy Columbia Mutual Fund?

Before investing in Columbia Limited, 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 Limited. To buy Columbia Limited fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia Limited. 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 Limited fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Columbia Limited Duration 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 Limited Duration 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 Limited Duration, 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 Limited Duration?

The danger of trading Columbia Limited Duration 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 Limited 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 Limited. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Limited Duration 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 Limited Duration. 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 nation.
Note that the Columbia Limited Duration information on this page should be used as a complementary analysis to other Columbia Limited'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 the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Please note, there is a significant difference between Columbia Limited's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Limited is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Limited'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.