Columbia Ultra Short Fund Minimum Initial Investment

CUSOX Fund  USD 9.20  0.01  0.11%   
Columbia Ultra Short fundamentals help investors to digest information that contributes to Columbia Ultra'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 Ultra'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 Ultra 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 Minimum Initial Investment Analysis

Columbia Ultra's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Minimum Initial Investment

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First Fund Deposit

More About Minimum Initial Investment | All Equity Analysis
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Competition

Columbia Ultra Minimum Initial Investment Component Assessment

Based on the recorded statements, Columbia Ultra Short has a Minimum Initial Investment of 0.0. This indicator is about the same for the Columbia Threadneedle average (which is currently at 0.0) family and about the same as Ultrashort Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).

Columbia Minimum Initial Investment Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Columbia Ultra's direct or indirect competition against its Minimum Initial Investment 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 Ultra could also be used in its relative valuation, which is a method of valuing Columbia Ultra by comparing valuation metrics of similar companies.
Columbia Ultra is rated below average in minimum initial investment among similar funds.

Fund Asset Allocation for Columbia Ultra

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 Ultra'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

About Columbia Ultra Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Columbia Ultra Short's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Columbia Ultra using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Columbia Ultra Short 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 a diversified portfolio of domestic debt securities of investment grade quality. Debt securities may be issued by governments, companies or special purpose entities and may include notes, bonds, debentures and commercial paper. Under normal circumstances, the funds dollar weighted average effective maturity will be two years or less, and its duration will be one year or less.
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 Ultra 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 Ultra's short interest history, or implied volatility extrapolated from Columbia Ultra options trading.

Pair Trading with Columbia Ultra

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 Ultra 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 Ultra will appreciate offsetting losses from the drop in the long position's value.

Moving together with Columbia Mutual Fund

  0.9NFEAX Columbia Large CapPairCorr
  0.92ILGCX Columbia Integrated LargePairCorr
  0.92ILGEX Columbia Integrated LargePairCorr
The ability to find closely correlated positions to Columbia Ultra 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 Ultra 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 Ultra - 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 Ultra Short to buy it.
The correlation of Columbia Ultra is a statistical measure of how it moves in relation to other instruments. 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 Ultra moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Ultra Short 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 Ultra 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.
Pair CorrelationCorrelation Matching
Check out Columbia Ultra Piotroski F Score and Columbia Ultra Altman Z Score analysis.
You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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When running Columbia Ultra's price analysis, check to measure Columbia Ultra'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 Ultra is operating at the current time. Most of Columbia Ultra's value examination focuses on studying past and present price action to predict the probability of Columbia Ultra'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 Ultra's price. Additionally, you may evaluate how the addition of Columbia Ultra to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Columbia Ultra's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Ultra is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Ultra'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.