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CFIAX Columbia Flexible Capital Income A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Merck & Co (NYSE:MRK), International Business Machines Corp (NYSE:IBM), QUALCOMM (NASDAQ:QCOM), Texas Instruments (NASDAQ:TXN), United Parcel Service (NYSE:UPS), Ares Capital Corp (NASDAQ:ARCC).

Industry description

The investment seeks to provide shareholders current income, with long-term capital appreciation. The fund invests broadly in debt, equity and/or "hybrid" (convertible) securities. Its investments in debt securities may include investment grade and non-investment grade bonds, bank loans and U.S. government securities. The fund may invest up to 100% of its assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.

Market Cap

The average market capitalization across the Columbia Flexible Capital Income A MF is 233.16B. The market cap for tickers in the group ranges from 12.63B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is ARCC at 12.63B.

Volume

The average weekly volume growth across all stocks in the Columbia Flexible Capital Income A MF was -23%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 46
Price Growth Rating: 40
SMR Rating: 24
Profit Risk Rating: 23
Seasonality Score: -29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CFIAX
1D Price
Change %
CFIAX100%
N/A
RLBBX - CFIAX
93%
Closely correlated
-0.31%
VBAIX - CFIAX
89%
Closely correlated
-0.28%
VBINX - CFIAX
89%
Closely correlated
-0.26%
VBIAX - CFIAX
89%
Closely correlated
-0.28%
JABLX - CFIAX
80%
Closely correlated
-0.41%
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