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CLEYX
Mutual Fund ticker: NASDAQ
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CLEYX price forecast, quote, news & analysis

Category: @Large Blend
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), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Exxon Mobil Corp (NYSE:XOM), Mastercard (NYSE:MA), Bank of America Corp (NYSE:BAC).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poor's (S&P) 500 Index (the index). It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks, preferred stocks and convertible securities and may invest in exchange-traded funds.

Market Cap

The average market capitalization across the Columbia Select Large Cap Equity Inst3 MF is 1.67T. The market cap for tickers in the group ranges from 299.21B to 3.62T. NVDA holds the highest valuation in this group at 3.62T. The lowest valued company is BAC at 299.21B.

Volume

The average weekly volume growth across all stocks in the Columbia Select Large Cap Equity Inst3 MF was -29%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 81
P/E Growth Rating: 62
Price Growth Rating: 31
SMR Rating: 23
Profit Risk Rating: 16
Seasonality Score: 9 (-100 ... +100)
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General Information

Category LargeBlend

Profile
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Category
Large Blend
Address
Columbia Funds Series TrustOne Financial CenterBoston
Phone
N/A
Web
www.columbiamanagement.com