Notable companies
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), VISA (NYSE:V), Exxon Mobil Corp (NYSE:XOM).
Industry description
The investment seeks total return before fees and expenses that exceeds the total return of the Standard & Poor's (S&P) 500® Index.
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index, convertible securities that are convertible into stocks included in the index, and derivatives whose returns are closely equivalent to the returns of the index or its components. The manager will vary the number and percentages of the fund's holdings in attempting to provide higher returns than the index and to reduce the potential of underperforming the index over time.
Market Cap
The average market capitalization across the Columbia Large Cap Enhanced Core Inst2 MF is 750.25B. The market cap for tickers in the group ranges from 411.63B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is XOM at 411.63B.
Volume
The average weekly volume growth across all stocks in the Columbia Large Cap Enhanced Core Inst2 MF was -36%. For the same stocks of the MF, the average monthly volume growth was -45% and the average quarterly volume growth was -45%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 35
Price Growth Rating: 36
SMR Rating: 36
Profit Risk Rating: 31
Seasonality Score: 0 (-100 ... +100)