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

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), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks high total return by investing in common stocks and debt securities. Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which includes cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.

Market Cap

The average market capitalization across the Columbia Balanced Inst2 MF is 2.54T. The market cap for tickers in the group ranges from 1.24T to 3.29T. NVDA holds the highest valuation in this group at 3.29T. The lowest valued company is META at 1.24T.

Volume

The average weekly volume growth across all stocks in the Columbia Balanced Inst2 MF was 2%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -26%

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: 67
Price Growth Rating: 21
SMR Rating: 23
Profit Risk Rating: 13
Seasonality Score: -14 (-100 ... +100)
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com