The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Procter & Gamble Company (NYSE:PG), Adobe (NASDAQ:ADBE), Booking Holdings (NASDAQ:BKNG).
The investment seeks long-term capital growth.
Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) 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 Russell 1000® Growth Index (the index) at the time of purchase.
The average market capitalization across the Columbia Disciplined Growth Inst3 MF is 587.66B. The market cap for tickers in the group ranges from 109.23B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is BKNG at 109.23B.
The average weekly volume growth across all stocks in the Columbia Disciplined Growth Inst3 MF was 6%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 44
Price Growth Rating: 32
SMR Rating: 30
Profit Risk Rating: 25
Seasonality Score: 8 (-100 ... +100)