Columbia Fundamentals

CLDZX
 Fund
  

USD 9.60  0.02  0.21%   

Columbia Limited Duration fundamentals help investors to digest information that contributes to Columbia Limited's financial success or failures. It also enables traders to predict the movement of Columbia Mutual Fund. The fundamental analysis module provides a way to measure Columbia Limited's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Columbia Limited mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Columbia Ten Year Return Analysis

Columbia Limited's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Columbia Limited Ten Year Return

    
  3.05 %  
Most of Columbia Limited's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Columbia Limited Duration is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition

Columbia Limited Ten Year Return Component Assessment

Based on the latest financial disclosure, Columbia Limited Duration has a Ten Year Return of 3.05%. This is much higher than that of the Columbia Threadneedle family and significantly higher than that of the Short-Term Bond category. The ten year return for all United States funds is notably lower than that of the firm.

Columbia Limited Duration Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Columbia Limited's current stock value. Our valuation model uses many indicators to compare Columbia Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Columbia Limited competition to find correlations between indicators driving Columbia Limited's intrinsic value. More Info.
Columbia Limited Duration is the top fund in last dividend paid among similar funds. It is the top fund in net asset among similar funds making up about  82,414,000,000  of Net Asset per Last Dividend Paid. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Columbia Limited by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Columbia Limited's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Columbia Limited's earnings, one of the primary drivers of an investment's value.

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Fundamentals Comparison

Compare fundamentals across multiple equities to find investing opportunities
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Fund Asset Allocation for Columbia Limited

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.
   Value   
       Instrument Type  

Columbia Fundamentals

About Columbia Limited Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Columbia Limited Duration's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Limited using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Limited Duration based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

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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Bond Analysis

Evaluate and analyze corporate bonds as a potential investment for your portfolios.
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Continue to Columbia Limited Piotroski F Score and Columbia Limited Altman Z Score analysis. 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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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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Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
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Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
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Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
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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.