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CGWRX
Mutual Fund ticker: NASDAQ
AS OF
Jun 6 closing price
Price
$69.17
Change
+$0.74 (+1.08%)
Net Assets
5.82B

CGWRX Columbia Large Cap Growth R Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Growth
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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:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST).

Industry description

The investment seeks long-term capital appreciation. 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 large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It may invest up to 20% of its total assets in foreign securities.

Market Cap

The average market capitalization across the Columbia Large Cap Growth R MF is 1.83T. The market cap for tickers in the group ranges from 450.1B to 3.46T. NVDA holds the highest valuation in this group at 3.46T. The lowest valued company is COST at 450.1B.

Volume

The average weekly volume growth across all stocks in the Columbia Large Cap Growth R MF was -19%. For the same stocks of the MF, the average monthly volume growth was 43% and the average quarterly volume growth was 27%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 66
Price Growth Rating: 44
SMR Rating: 23
Profit Risk Rating: 20
Seasonality Score: 41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com
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CGWRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CGWRX has been closely correlated with VIGRX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGWRX jumps, then VIGRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGWRX
1D Price
Change %
CGWRX100%
N/A
VIGRX - CGWRX
97%
Closely correlated
N/A
VIGAX - CGWRX
97%
Closely correlated
N/A
VIGIX - CGWRX
97%
Closely correlated
N/A
GFACX - CGWRX
94%
Closely correlated
N/A
GAFFX - CGWRX
89%
Closely correlated
N/A
More