CSMIX Columbia Small Cap Value Discv A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Value

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index (the index) at the time of purchase, that the fund's investment manager believes are undervalued. It may invest up to 20% of its total assets in foreign securities.

Market Cap

The average market capitalization across the Columbia Small Cap Value Discv A MF is 6.3B. The market cap for tickers in the group ranges from 375.64M to 10.93B. UMBF holds the highest valuation in this group at 10.93B. The lowest valued company is ALIT at 375.64M.

Volume

The average weekly volume growth across all stocks in the Columbia Small Cap Value Discv A MF was -16%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

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

Valuation Rating: 47

P/E Growth Rating: 52

Price Growth Rating: 52

SMR Rating: 61

Profit Risk Rating: 54

Seasonality Score: 24 (-100 ... +100)

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published General Information

General Information

Category SmallValue

Profile

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CSMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CSMIX has been closely correlated with UBVVX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSMIX jumps, then UBVVX could also see price increases.

Ticker / NAME	Correlation To CSMIX	1D Price Change %
CSMIX	100%	+0.06%
UBVVX - CSMIX	94% Closely correlated	+1.34%
SSGSX - CSMIX	84% Closely correlated	-0.35%
ASVRX - CSMIX	84% Closely correlated	-0.68%
VSCAX - CSMIX	80% Closely correlated	-2.71%
DFFVX - CSMIX	78% Closely correlated	-0.14%
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