Columbia Mutual Fund Quote

CLDZX -  USA Fund  

USD 9.69  0.01  0.10%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Columbia Limited is trading at 9.69 as of the 28th of May 2022; that is -0.1 percent decrease since the beginning of the trading day. The fund's open price was 9.7. Columbia Limited has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over 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 29th of November 2021 and ending today, the 28th of May 2022. Click here to learn more.
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

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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
Columbia Limited generated a negative expected return over the last 90 days
Columbia Limited is unlikely to experience financial distress in the next 2 years
On 31st of March 2022 Columbia Limited paid $ 0.01 per share dividend to its current shareholders
The fund holds about 5.63% of its assets under management (AUM) in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis 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 28th of May 2022. The fund is listed under Short-Term Bond category and is part of Columbia Threadneedle family. Columbia Limited Duration currently has accumulated 923.16 M in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 3.35%.
Check Columbia Limited Probability Of Bankruptcy

Instrument Allocation

Columbia Limited Target Price Odds Analysis

What are Columbia Limited's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Columbia Limited jumping above the current price in 90 days from now is about 64.19%. 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 has a beta of 0.0076 suggesting as returns on the market go up, Columbia Limited average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Columbia Limited Duration will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Columbia Limited Duration is significantly underperforming DOW.
  Odds Below 9.69HorizonTargetOdds Above 9.69
34.96%90 days
 9.69 
64.19%
Based on a normal probability distribution, the odds of Columbia Limited to move above the current price in 90 days from now is about 64.19 (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.

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.

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 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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Investing Columbia Limited Duration

You need to understand the risk of investing before taking a position in Columbia Limited. 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 Shape 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.
Continue to Trending Equities. 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 CEO Directory module to screen CEOs from public companies around the world.

Complementary Tools for Columbia Mutual Fund analysis

When running Columbia Limited Duration price analysis, check to measure Columbia Limited's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Columbia Limited is operating at the current time. Most of Columbia Limited's value examination focuses on studying past and present price action to predict the probability of Columbia Limited's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Columbia Limited's price. Additionally, you may evaluate how the addition of Columbia Limited to your portfolios can decrease your overall portfolio volatility.
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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 Columbia Limited value 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.