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CLQZX Columbia Disciplined Growth Inst Forecast, Technical & Fundamental Analysis

Category LargeGrowth
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:GOOGL), Meta Platforms (NASDAQ:META), Advanced Micro Devices (NASDAQ:AMD), SERVICENOW (NYSE:NOW), Booking Holdings (NASDAQ:BKNG).

Industry description

The investment seeks long-term capital growth. 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 companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Growth Index (the index) at the time of purchase.

Market Cap

The average market capitalization across the Columbia Disciplined Growth Inst MF is 1.52T. The market cap for tickers in the group ranges from 7.23B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is ALSN at 7.23B.

Volume

The average weekly volume growth across all stocks in the Columbia Disciplined Growth Inst MF was 60%. For the same stocks of the MF, the average monthly volume growth was 64% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 60
Price Growth Rating: 31
SMR Rating: 30
Profit Risk Rating: 15
Seasonality Score: 4 (-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 II225 FRANKLIN STREETBOSTON
Phone
612-671-4321
Web
www.columbiamanagement.com
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CLQZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CLQZX has been closely correlated with GFACX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLQZX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLQZX
1D Price
Change %
CLQZX100%
+0.58%
GFACX - CLQZX
85%
Closely correlated
+0.09%
GAFFX - CLQZX
82%
Closely correlated
+0.09%
FAFGX - CLQZX
82%
Closely correlated
+0.09%
FFAFX - CLQZX
82%
Closely correlated
+0.09%
RGAHX - CLQZX
82%
Closely correlated
+0.09%
More