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CCRZX Columbia Disciplined Core Inst Forecast, Technical & Fundamental Analysis

Category LargeBlend
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), 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 Inst MF is 1.53T. The market cap for tickers in the group ranges from 121.12B to 3.64T. NVDA holds the highest valuation in this group at 3.64T. The lowest valued company is C at 121.12B.

Volume

The average weekly volume growth across all stocks in the Columbia Disciplined Core Inst MF was -4%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 64
Price Growth Rating: 30
SMR Rating: 26
Profit Risk Rating: 25
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, CCRZX has been closely correlated with FXAIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if CCRZX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CCRZX
1D Price
Change %
CCRZX100%
+0.35%
FXAIX - CCRZX
95%
Closely correlated
+0.10%
VFFSX - CCRZX
95%
Closely correlated
+0.10%
VSTSX - CCRZX
95%
Closely correlated
+0.30%
VSMPX - CCRZX
95%
Closely correlated
+0.30%
VTSMX - CCRZX
94%
Closely correlated
+0.29%
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