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CVIRX Columbia Dividend Income Adv Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX).

Industry description

The investment seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in a diversified portfolio of income-producing (dividend-paying) equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities. It invests principally in securities of companies believed to be undervalued but also may invest in securities of companies believed to have the potential for long-term growth. The fund may invest in companies that have market capitalizations of any size.

Market Cap

The average market capitalization across the Columbia Dividend Income Adv MF is 704.8B. The market cap for tickers in the group ranges from 292.97B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CVX at 292.97B.

Volume

The average weekly volume growth across all stocks in the Columbia Dividend Income Adv MF was 53%. For the same stocks of the MF, the average monthly volume growth was 79% and the average quarterly volume growth was 55%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 41
Price Growth Rating: 46
SMR Rating: 42
Profit Risk Rating: 18
Seasonality Score: 38 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com
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1Q
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CVIRX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CVIRX
1D Price
Change %
CVIRX100%
-0.39%
RMFEX - CVIRX
95%
Closely correlated
-0.86%
RMFCX - CVIRX
95%
Closely correlated
-0.85%
RMEBX - CVIRX
95%
Closely correlated
-0.88%
FFFMX - CVIRX
92%
Closely correlated
-0.86%
FFMMX - CVIRX
92%
Closely correlated
-0.86%
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