Ad is loading...
MENU

CBLCX Columbia Balanced C Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

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), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks high total return by investing in common stocks and debt securities. Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which includes cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.

Market Cap

The average market capitalization across the Columbia Balanced C MF is 2.55T. The market cap for tickers in the group ranges from 1.24T to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is META at 1.24T.

Volume

The average weekly volume growth across all stocks in the Columbia Balanced C MF was 64%. For the same stocks of the MF, the average monthly volume growth was 63% 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: 80
P/E Growth Rating: 76
Price Growth Rating: 34
SMR Rating: 23
Profit Risk Rating: 16
Seasonality Score: -5 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
REIT28.900.19
+0.66%
ALPS Active REIT ETF
OAIM32.980.22
+0.66%
OneAscent International Equity ETF
BSCS20.160.01
+0.05%
Invesco BulletShares 2028 Corp Bd ETF
REAI21.76N/A
N/A
Intelligent Real Estate ETF
FNGO82.89-0.04
-0.05%
MicroSectors™ FANG+™ 2X Leveraged ETN

CBLCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CBLCX has been closely correlated with CLBFX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if CBLCX jumps, then CLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CBLCX
1D Price
Change %
CBLCX100%
+0.26%
CLBFX - CBLCX
96%
Closely correlated
+0.33%
RLBCX - CBLCX
96%
Closely correlated
+0.33%
BALCX - CBLCX
96%
Closely correlated
+0.33%
RLBAX - CBLCX
96%
Closely correlated
+0.33%
RLBEX - CBLCX
96%
Closely correlated
+0.33%
More