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CVERX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$14.46
Change
+$0.19 (+1.33%)
Net Assets
2.5B

CVERX Columbia Select Mid Cap Value Instl 2 Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are MARATHON PETROLEUM Corp (NYSE:MPC), Ingersoll Rand (NYSE:IR).

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 Midcap® Value Index (the index) at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks and also may invest in real estate investment trusts.

Market Cap

The average market capitalization across the Columbia Select Mid Cap Value Instl 2 MF is 34.97B. The market cap for tickers in the group ranges from 9.02B to 73.66B. MPC holds the highest valuation in this group at 73.66B. The lowest valued company is CACI at 9.02B.

Volume

The average weekly volume growth across all stocks in the Columbia Select Mid Cap Value Instl 2 MF was 276%. For the same stocks of the MF, the average monthly volume growth was 228% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 49
Price Growth Rating: 50
SMR Rating: 51
Profit Risk Rating: 20
Seasonality Score: 15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Columbia Funds Series TrustOne Financial CenterBoston
Phone
N/A
Web
www.columbiamanagement.com
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CVERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CVERX has been closely correlated with MVCAX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if CVERX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CVERX
1D Price
Change %
CVERX100%
+1.33%
MVCAX - CVERX
96%
Closely correlated
+1.32%
VMVAX - CVERX
92%
Closely correlated
+1.45%
VMVIX - CVERX
91%
Closely correlated
+1.45%
VEVYX - CVERX
89%
Closely correlated
+1.17%
JVMTX - CVERX
89%
Closely correlated
+1.80%
More