Columbia Mutual Fund Buy Hold or Sell Recommendation

CLDYX -  USA Fund  

USD 10.09  0.02  0.20%

Assuming the 90 days horizon and your bold attitude towards risk, our recommendation regarding Columbia Limited Duration is 'Hold'. Macroaxis provides Columbia Limited buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CLDYX positions. The advice algorithm takes into account all of Columbia Limited's available fundamental, technical, and predictive indicators you will find on this site.

Columbia Advice 

 
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The advice is provided from Columbia Limited's buy-and-hold perspective. Continue to Columbia Limited Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Columbia and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Columbia Limited Duration.

Execute Columbia Limited Buy or Sell Advice

The Columbia recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Columbia Limited Duration. Macroaxis does not own or have any residual interests in Columbia Limited Duration or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Columbia Limited's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Columbia LimitedBuy Columbia Limited
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Columbia Limited Duration has a Risk Adjusted Performance of (0.24), Jensen Alpha of (0.05), Total Risk Alpha of (0.03344) and Treynor Ratio of 1.05
Our trade advice tool can cross-verify current analyst consensus on Columbia Limited Duration and to analyze the fund potential to grow in the current economic cycle. Please makes use of Columbia Limited five year return and bond positions weight to make buy, hold, or sell decision on Columbia Limited Duration.

Columbia Limited Trading Alerts and Improvement Suggestions

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
The fund holds about 93.05% of its assets under management (AUM) in fixed income securities

Columbia Limited Returns Distribution Density

The distribution of Columbia Limited's historical returns is an attempt to chart the future uncertainty of Columbia Limited's future price movements. The chart of the probability distribution of Columbia Limited stock daily returns describes the distribution of returns around its average expected value. We use Columbia Limited Duration price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Columbia Limited returns is essential to provide solid investment advice for Columbia Limited stock.
Mean Return-0.04Value At Risk-0.29
Potential Upside0.1Standard Deviation0.16
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Columbia Limited historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Columbia Limited Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Columbia Limited or Columbia Threadneedle sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Columbia Limited stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Columbia stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.05
β
Beta against DOW-0.04
σ
Overall volatility
0.16
Ir
Information ratio 0.16

Columbia Limited Volatility Alert

Columbia Limited Duration exhibits very low volatility with skewness of -2.54 and kurtosis of 12.49. However, we advise investors to further study Columbia Limited Duration technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Columbia Limited's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Columbia Limited's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Columbia Limited Implied Volatility

Columbia Limited's implied volatility exposes the market's sentiment of Columbia Limited Duration stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Columbia Limited's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Columbia Limited stock will not fluctuate a lot when Columbia Limited's options are near their expiration.

Columbia Limited Fundamentals Vs Peers

Comparing Columbia Limited's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Columbia Limited's direct or indirect competition across all of the common fundamentals between Columbia Limited and the related equities. This way, we can detect undervalued stocks with similar characteristics as Columbia Limited or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Columbia Limited's fundamental indicators could also be used in its relative valuation, which is a method of valuing Columbia Limited by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Columbia Limited to competition
FundamentalsColumbia LimitedPeer Average
One Year Return5.41 %4.15 %
Three Year Return3.45 %3.60 %
Five Year Return3.08 %3.24 %
Ten Year Return3.06 %1.79 %
Net Asset1.09 B4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight4.43 %10.61 %
Bond Positions Weight93.05 %11.24 %

About Columbia Limited Buy or Sell Advice

When is the right time to buy or sell Columbia Limited Duration? Buying financial instruments such as Columbia Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Columbia Limited investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Columbia Limited in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Diversified Assets
Diversified Assets Theme
Pablicly traded close-end funds and other entities backed by different types of diversified investments. Diversified Assets theme has 21 constituents.
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Continue to Columbia Limited Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

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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.