COLUMBIA Fundamentals
| CLDZX Fund | USD 9.43 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.
COLUMBIA |
COLUMBIA Cash Position Weight Analysis
COLUMBIA LIMITED's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current COLUMBIA LIMITED Cash Position Weight | 6.94 % |
Most of COLUMBIA LIMITED's fundamental indicators, such as Cash Position Weight, 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.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
COLUMBIA LIMITED Cash Position Weight Component Assessment
In accordance with the recently published financial statements, COLUMBIA LIMITED DURATION has 6.94% in Cash Position Weight. This is much higher than that of the Columbia Threadneedle family and significantly higher than that of the Short-Term Bond category. The cash position weight 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 cash position weight among similar funds. It is the top fund in three year return among similar funds reporting about 0.48 of Three Year Return per Cash Position Weight. The ratio of Cash Position Weight to Three Year Return for COLUMBIA LIMITED DURATION is roughly 2.07 . 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.COLUMBIA Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses COLUMBIA LIMITED's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of COLUMBIA LIMITED could also be used in its relative valuation, which is a method of valuing COLUMBIA LIMITED by comparing valuation metrics of similar companies.COLUMBIA LIMITED is currently under evaluation in five year return among similar funds.
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.Asset allocation divides COLUMBIA LIMITED's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
COLUMBIA Fundamentals
| Total Asset | 662.8 M | |||
| One Year Return | 5.30 % | |||
| Three Year Return | 3.35 % | |||
| Five Year Return | 2.98 % | |||
| Ten Year Return | 3.05 % | |||
| Net Asset | 662.8 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 6.94 % | |||
| Bond Positions Weight | 8.24 % |
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards COLUMBIA LIMITED in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, COLUMBIA LIMITED's short interest history, or implied volatility extrapolated from COLUMBIA LIMITED options trading.
Pair Trading with COLUMBIA LIMITED
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if COLUMBIA LIMITED position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in COLUMBIA LIMITED will appreciate offsetting losses from the drop in the long position's value.Moving together with COLUMBIA Mutual Fund
| + | 0.61 | VFSTX | VANGUARD SHORT-TERM | PairCorr | ||
| + | 0.76 | VFSUX | VANGUARD SHORT-TERM | PairCorr | ||
| + | 0.7 | VBISX | VANGUARD SHORT-TERM BOND | PairCorr | ||
| + | 0.69 | VBITX | VANGUARD SHORT-TERM BOND | PairCorr |
The ability to find closely correlated positions to COLUMBIA LIMITED could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace COLUMBIA LIMITED when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back COLUMBIA LIMITED - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling COLUMBIA LIMITED DURATION to buy it.
The correlation of COLUMBIA LIMITED is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as COLUMBIA LIMITED moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if COLUMBIA LIMITED DURATION moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for COLUMBIA LIMITED can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out 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 the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Complementary Tools for COLUMBIA Mutual Fund analysis
When running COLUMBIA LIMITED's 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 the 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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