COLUMBIA Mutual Fund Quote

Mutual Funds . USA . 
Fund . COLUMBIA LIMITED DURATION
CLDZX Fund  USD 9.58  0.02  0.21%   

Market Performance

12 of 100

Odds Of Distress

Less than 1

COLUMBIA LIMITED is trading at 9.58 as of the 24th of March 2023; that is -0.21 percent decrease since the beginning of the trading day. The fund's open price was 9.6. COLUMBIA LIMITED has a very small chance of experiencing financial distress in the next few years and had a good performance during the last 90 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 22nd of February 2023 and ending today, the 24th of March 2023. Click here to learn more.
ISIN
US19763T3840
Under normal circumstances, the fund invests at least 80 percent of its net assets in corporate bonds. Columbia Limited is traded on NASDAQ Exchange in the United States. More on COLUMBIA LIMITED DURATION

Moving together with COLUMBIA LIMITED

+0.9VFSTXVANGUARD SHORT-TERMPairCorr
+0.97VFSUXVANGUARD SHORT-TERMPairCorr
+0.81VBISXVANGUARD SHORT-TERM BONDPairCorr
+0.79VBITXVANGUARD SHORT-TERM BONDPairCorr
+0.89VBIRXVanguard Short-Term BondPairCorr
+0.9VFSIXVANGUARD SHORT-TERMPairCorr
+0.85LALDXLORD ABBETT SHORTPairCorr

Moving against COLUMBIA LIMITED

-0.53GPMFXGUIDEPATH MANAGED FUTURESPairCorr

COLUMBIA LIMITED 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.
Fama & French Classification
COLUMBIA LIMITED DURATION
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Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of COLUMBIA LIMITED's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate13th of February 2020
COLUMBIA LIMITED DURATION [CLDZX] is traded in USA and was established 24th of March 2023. The fund is listed under Short-Term Bond category and is part of Columbia Threadneedle family. COLUMBIA LIMITED DURATION currently has accumulated 662.8 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 3.35%.
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Instrument Allocation

COLUMBIA LIMITED Target Price Odds Analysis

Based on a normal probability distribution, the odds of COLUMBIA LIMITED jumping above the current price in 90 days from now is about 1.77%. The COLUMBIA LIMITED DURATION probability density function shows the probability of COLUMBIA LIMITED mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon COLUMBIA LIMITED DURATION has a beta of -0.0083 suggesting as returns on benchmark increase, returns on holding COLUMBIA LIMITED are expected to decrease at a much lower rate. During the bear market, however, COLUMBIA LIMITED DURATION is likely to outperform the market. Additionally, the company has an alpha of 0.0171, implying that it can generate a 0.0171 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 9.58HorizonTargetOdds Above 9.58
98.05%90 days
 9.58 
1.77%
Based on a normal probability distribution, the odds of COLUMBIA LIMITED to move above the current price in 90 days from now is about 1.77 (This COLUMBIA LIMITED DURATION probability density function shows the probability of COLUMBIA Mutual Fund to fall within a particular range of prices over 90 days) .

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.
Mean Deviation0.1837
Semi Deviation0.0727
Standard Deviation0.2383
Variance0.0568

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.
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