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ACUIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
2.18B

ACUIX Columbia Dividend Opportunity C Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), Bank of America Corp (NYSE:BAC), Coca-Cola Company (NYSE:KO), PepsiCo (NASDAQ:PEP), Wells Fargo & Co (NYSE:WFC).

Industry description

The investment seeks a high level of current income with a secondary objective of growth of income and capital. The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in dividend-paying common and preferred stocks. The fund may invest in companies that have market capitalizations of any size. It may invest up to 25% of its net assets in foreign investments.

Market Cap

The average market capitalization across the Columbia Dividend Opportunity C MF is 305.48B. The market cap for tickers in the group ranges from 190.93B to 527.31B. JPM holds the highest valuation in this group at 527.31B. The lowest valued company is WFC at 190.93B.

Volume

The average weekly volume growth across all stocks in the Columbia Dividend Opportunity C MF was -15%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was 34%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 39
Price Growth Rating: 36
SMR Rating: 30
Profit Risk Rating: 35
Seasonality Score: -61 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Columbia Funds Series Trust II225 FRANKLIN STREETBOSTON
Phone
612-671-4321
Web
www.columbiamanagement.com
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ACUIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, ACUIX has been closely correlated with VIVAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if ACUIX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ACUIX
1D Price
Change %
ACUIX100%
+0.49%
VIVAX - ACUIX
93%
Closely correlated
+0.83%
VVIAX - ACUIX
93%
Closely correlated
+0.81%
VIVIX - ACUIX
93%
Closely correlated
+0.83%
DODGX - ACUIX
90%
Closely correlated
+0.78%
DOXGX - ACUIX
90%
Closely correlated
+0.78%
More