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CDIRX Columbia Dividend Income R Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX).

Industry description

The investment seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in a diversified portfolio of income-producing (dividend-paying) equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities. It invests principally in securities of companies believed to be undervalued but also may invest in securities of companies believed to have the potential for long-term growth. The fund may invest in companies that have market capitalizations of any size.

Market Cap

The average market capitalization across the Columbia Dividend Income R MF is 703.32B. The market cap for tickers in the group ranges from 292.97B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CVX at 292.97B.

Volume

The average weekly volume growth across all stocks in the Columbia Dividend Income R MF was -19%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 42
Price Growth Rating: 46
SMR Rating: 35
Profit Risk Rating: 15
Seasonality Score: -29 (-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 IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com
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CDIRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CDIRX has been closely correlated with FFFMX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if CDIRX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CDIRX
1D Price
Change %
CDIRX100%
-0.35%
FFFMX - CDIRX
93%
Closely correlated
-0.26%
FFMMX - CDIRX
92%
Closely correlated
-0.27%
VIVAX - CDIRX
92%
Closely correlated
-0.21%
VVIAX - CDIRX
92%
Closely correlated
-0.21%
VIVIX - CDIRX
92%
Closely correlated
-0.21%
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