Ad is loading...
MENU

CPXRX Columbia Mid Cap Index Inst2 Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pure Storage (NYSE:PSTG).

Industry description

The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) MidCap 400® 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 MidCap 400 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 manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses.

Market Cap

The average market capitalization across the Columbia Mid Cap Index Inst2 MF is 24.09B. The market cap for tickers in the group ranges from 15.41B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is MANH at 15.41B.

Volume

The average weekly volume growth across all stocks in the Columbia Mid Cap Index Inst2 MF was 8%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 59
Price Growth Rating: 52
SMR Rating: 35
Profit Risk Rating: 17
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 MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Columbia Funds Series TrustOne Financial CenterBoston
Phone
N/A
Web
www.columbiamanagement.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WELNX9.23-0.02
-0.22%
William Blair Emerging Mkts Ldrs N
MPEMX7.72-0.03
-0.39%
Mondrian Emerging Markets Value Equity
FMIQX17.02-0.12
-0.70%
FMI Large Cap Institutional
GPGIX3.53-0.04
-1.12%
Grandeur Peak Global Opportunities Instl
TRGIX17.36-0.22
-1.25%
Nuveen Core Equity Retire

CPXRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CPXRX has been closely correlated with FSMDX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if CPXRX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CPXRX
1D Price
Change %
CPXRX100%
-1.07%
FSMDX - CPXRX
95%
Closely correlated
-0.67%
VSEMX - CPXRX
93%
Closely correlated
-1.29%
FSMAX - CPXRX
92%
Closely correlated
-1.29%
VMCPX - CPXRX
91%
Closely correlated
-0.55%
VEMPX - CPXRX
88%
Closely correlated
-1.29%
More