Ad is loading...
MENU

ADECX Columbia Large Cap Value C Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Procter & Gamble Company (NYSE:PG), ConocoPhillips (NYSE:COP), Lam Research Corp (NASDAQ:LRCX), Cigna Group (The) (NYSE:CI), Valero Energy Corp (NYSE:VLO).

Industry description

The investment seeks a high level of current income and, as a secondary objective, steady growth of 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 common and preferred stocks of large capitalization companies. The fund may invest up to 25% of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and health care sectors.

Market Cap

The average market capitalization across the Columbia Large Cap Value C MF is 266.48B. The market cap for tickers in the group ranges from 56.23B to 677.22B. WMT holds the highest valuation in this group at 677.22B. The lowest valued company is VLO at 56.23B.

Volume

The average weekly volume growth across all stocks in the Columbia Large Cap Value C MF was 32%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 42
Price Growth Rating: 45
SMR Rating: 50
Profit Risk Rating: 14
Seasonality Score: 11 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JEEDX15.230.17
+1.13%
JHancock Infrastructure R6
NCVLX12.880.03
+0.23%
Nuance Concentrated Value Institutional
RAMSX4.89N/A
N/A
Roumell Opportunistic Value Instl
JEPRX14.73-0.13
-0.87%
JPMorgan Equity Premium Income R6
IYBIX23.77-0.22
-0.92%
Delaware Ivy Balanced Fund Class I

ADECX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ADECX has been closely correlated with RMFEX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADECX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADECX
1D Price
Change %
ADECX100%
-0.39%
RMFEX - ADECX
91%
Closely correlated
-0.86%
RMFCX - ADECX
91%
Closely correlated
-0.85%
RMEBX - ADECX
91%
Closely correlated
-0.88%
VVIAX - ADECX
90%
Closely correlated
-0.39%
VIVAX - ADECX
90%
Closely correlated
-0.38%
More