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CSFRX Columbia Large Cap Growth Opp Adv Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (null:MSFT), NVIDIA Corp (null:NVDA), Apple (null:AAPL), Amazon.com (null:AMZN), Alphabet (null:GOOGL), Meta Platforms (null:META), Eli Lilly & Co (null:LLY), VISA (null:V), Advanced Micro Devices (null:AMD), Lam Research Corp (null:LRCX).

Industry description

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The fund may invest up to 20% of its total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.

Market Cap

The average market capitalization across the Columbia Large Cap Growth Opp Adv MF is 1.56T. The market cap for tickers in the group ranges from 127.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is LRCX at 127.38B.

Volume

The average weekly volume growth across all stocks in the Columbia Large Cap Growth Opp Adv MF was 10%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was -61%

Fundamental Analysis Ratings

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

Valuation Rating: 80
P/E Growth Rating: 67
Price Growth Rating: 35
SMR Rating: 30
Profit Risk Rating: 16
Seasonality Score: 29 (-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 TrustOne Financial CenterBoston
Phone
N/A
Web
www.columbiamanagement.com
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CSFRX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSFRX
1D Price
Change %
CSFRX100%
+0.14%
GFAFX - CSFRX
95%
Closely correlated
+0.09%
GFACX - CSFRX
95%
Closely correlated
+0.09%
FAFGX - CSFRX
87%
Closely correlated
+0.10%
GAFFX - CSFRX
87%
Closely correlated
+0.10%
FFAFX - CSFRX
87%
Closely correlated
+0.10%
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