+Compare
COLVX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
166.61M

COLVX Columbia Disciplined Value Inst2 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Cisco Systems (NASDAQ:CSCO), Abbott Laboratories (NYSE:ABT), Bristol-Myers Squibb Co (NYSE:BMY), Citigroup (NYSE:C), CME Group (NASDAQ:CME), Altria Group (NYSE:MO), FedEx Corp (NYSE:FDX).

Industry description

The investment seeks to provide shareholders with 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® Value Index (the index) at the time of purchase. The fund may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.

Market Cap

The average market capitalization across the Columbia Disciplined Value Inst2 MF is 232.24B. The market cap for tickers in the group ranges from 63.71B to 443.89B. JPM holds the highest valuation in this group at 443.89B. The lowest valued company is FDX at 63.71B.

Volume

The average weekly volume growth across all stocks in the Columbia Disciplined Value Inst2 MF was -37%. For the same stocks of the MF, the average monthly volume growth was -56% and the average quarterly volume growth was -54%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 47
Price Growth Rating: 42
SMR Rating: 39
Profit Risk Rating: 45
Seasonality Score: -2 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Columbia Funds Series Trust II225 FRANKLIN STREETBOSTON
Phone
612-671-4321
Web
www.columbiamanagement.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SLM15.030.60
+4.16%
SLM Corp
AEM53.700.69
+1.30%
Agnico Eagle Mines Ltd
MAIA0.96N/A
+0.15%
MAIA Biotechnology
RNAC1.12N/A
N/A
Cartesian Therapeutics
FLGT27.58-0.05
-0.18%
Fulgent Genetics

COLVX and

Correlation & Price change

A.I.dvisor indicates that over the last year, COLVX has been closely correlated with FFFMX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if COLVX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To COLVX
1D Price
Change %
COLVX100%
N/A
FFFMX - COLVX
82%
Closely correlated
N/A
FFMMX - COLVX
82%
Closely correlated
N/A
VIVAX - COLVX
76%
Closely correlated
N/A
VVIAX - COLVX
74%
Closely correlated
N/A
VIVIX - COLVX
74%
Closely correlated
N/A
More