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CLPYX Columbia Large Cap Index 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), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) 500® Index. Under normal circumstances, 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 (the index). In seeking to match the performance of the index, the Investment Manager attempts to allocate the fund's assets among common stocks in approximately the same weightings as the index. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.

Market Cap

The average market capitalization across the Columbia Large Cap Index Inst3 MF is 2.01T. The market cap for tickers in the group ranges from 632.33B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Columbia Large Cap Index Inst3 MF was 65%. For the same stocks of the MF, the average monthly volume growth was 78% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 69
Price Growth Rating: 38
SMR Rating: 32
Profit Risk Rating: 14
Seasonality Score: 1 (-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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CLPYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CLPYX has been closely correlated with FXAIX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLPYX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLPYX
1D Price
Change %
CLPYX100%
+0.55%
FXAIX - CLPYX
90%
Closely correlated
+0.55%
VITSX - CLPYX
90%
Closely correlated
+0.69%
VTSMX - CLPYX
90%
Closely correlated
+0.69%
VSTSX - CLPYX
90%
Closely correlated
+0.69%
VTSAX - CLPYX
90%
Closely correlated
+0.69%
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