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CDEYX Columbia Large Cap Value Inst3 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 Inst3 MF is 272.01B. The market cap for tickers in the group ranges from 56.23B to 726.98B. WMT holds the highest valuation in this group at 726.98B. The lowest valued company is VLO at 56.23B.

Volume

The average weekly volume growth across all stocks in the Columbia Large Cap Value Inst3 MF was 1%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 76%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 43
Price Growth Rating: 42
SMR Rating: 50
Profit Risk Rating: 14
Seasonality Score: 8 (-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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CDEYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CDEYX 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 CDEYX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CDEYX
1D Price
Change %
CDEYX100%
+0.87%
RMFEX - CDEYX
91%
Closely correlated
+0.61%
RMFCX - CDEYX
91%
Closely correlated
+0.63%
RMEBX - CDEYX
91%
Closely correlated
+0.61%
VIVIX - CDEYX
88%
Closely correlated
+0.77%
VIVAX - CDEYX
88%
Closely correlated
+0.79%
More