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CRBYX Columbia Acorn Inst3 Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Five Below (NASDAQ:FIVE).

Industry description

The investment seeks long-term capital appreciation. The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, (the index) at the time of purchase. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets.

Market Cap

The average market capitalization across the Columbia Acorn Inst3 MF is 8.84B. The market cap for tickers in the group ranges from 5.56B to 11.53B. BJ holds the highest valuation in this group at 11.53B. The lowest valued company is SPXC at 5.56B.

Volume

The average weekly volume growth across all stocks in the Columbia Acorn Inst3 MF was 1%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was 73%

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: 51
Price Growth Rating: 50
SMR Rating: 62
Profit Risk Rating: 48
Seasonality Score: 36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Columbia Acorn Trust227 W Monroe Ste 3000Chicago
Phone
3126349200
Web
www.columbiathreadneedleus.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PRPAX8.90N/A
N/A
PGIM Jennison MLP A
SLESX11.34-0.05
-0.44%
Invesco Income Advantage U.S. Fund R6
MITTX41.53-0.22
-0.53%
MFS Massachusetts Investors Tr A
WICVX12.46-0.09
-0.72%
Wasatch Small Cap Value Institutional
ISGDX15.37-0.28
-1.79%
Columbia Integrated Small Cap Gr A

CRBYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CRBYX has been closely correlated with FSMAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRBYX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CRBYX
1D Price
Change %
CRBYX100%
-2.19%
FSMAX - CRBYX
97%
Closely correlated
-1.14%
PMAQX - CRBYX
84%
Closely correlated
-1.03%
PEMGX - CRBYX
84%
Closely correlated
-1.04%
TRQZX - CRBYX
84%
Closely correlated
-0.85%
RPTIX - CRBYX
84%
Closely correlated
-0.85%
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