Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Adobe (NASDAQ:ADBE), QUALCOMM (NASDAQ:QCOM), Citigroup (NYSE:C).
Industry description
The investment seeks to provide shareholders with long-term capital growth.
Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the S&P 500 Index (the index) at the time of purchase. It may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.
Market Cap
The average market capitalization across the Columbia Disciplined Core A MF is 1.52T. The market cap for tickers in the group ranges from 120B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is FI at 120B.
Volume
The average weekly volume growth across all stocks in the Columbia Disciplined Core A MF was 51%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was -2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 64
Price Growth Rating: 36
SMR Rating: 26
Profit Risk Rating: 25
Seasonality Score: 15 (-100 ... +100)