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CLEYX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$21.48
Change
+$0.20 (+0.94%)
Net Assets
1.56B

CLEYX Columbia Select Large Cap Equity Inst3 Forecast, Technical & Fundamental Analysis

Category LargeBlend
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 1.66T. The market cap for tickers in the group ranges from 299.21B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. 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 113%. For the same stocks of the MF, the average monthly volume growth was 99% and the average quarterly volume growth was -29%

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: 57
Price Growth Rating: 35
SMR Rating: 23
Profit Risk Rating: 16
Seasonality Score: 7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, CLEYX has been closely correlated with FXAIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLEYX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLEYX
1D Price
Change %
CLEYX100%
+0.94%
FXAIX - CLEYX
95%
Closely correlated
+1.10%
VFINX - CLEYX
93%
Closely correlated
+1.09%
VFFSX - CLEYX
92%
Closely correlated
+1.09%
VFIAX - CLEYX
92%
Closely correlated
+1.09%
VTSMX - CLEYX
91%
Closely correlated
+1.11%
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