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CVQZX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$9.18
Change
-$0.02 (-0.22%)
Net Assets
175.33M

CVQZX Columbia Disciplined Value Inst Forecast, Technical & Fundamental Analysis

The investment seeks to provide shareholders with long-term capital growth... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Cisco Systems (NASDAQ:CSCO), Salesforce (NYSE:CRM), Abbott Laboratories (NYSE:ABT), Caterpillar (NYSE:CAT), Citigroup (NYSE:C), Bristol-Myers Squibb Co (NYSE:BMY), Cigna Group (The) (NYSE:CI).

Industry description

The investment seeks to provide shareholders with long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Value Index (the index) at the time of purchase. The fund may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.

Market Cap

The average market capitalization across the Columbia Disciplined Value Inst MF is 279.71B. The market cap for tickers in the group ranges from 24.23B to 798.78B. JPM holds the highest valuation in this group at 798.78B. The lowest valued company is VST at 24.23B.

Volume

The average weekly volume growth across all stocks in the Columbia Disciplined Value Inst MF was 25%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 54
Price Growth Rating: 40
SMR Rating: 43
Profit Risk Rating: 39
Seasonality Score: -45 (-100 ... +100)
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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 II225 FRANKLIN STREETBOSTON
Phone
612-671-4321
Web
www.columbiamanagement.com
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CVQZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CVQZX has been closely correlated with VIVAX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if CVQZX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CVQZX
1D Price
Change %
CVQZX100%
N/A
VIVAX - CVQZX
83%
Closely correlated
N/A
VVIAX - CVQZX
83%
Closely correlated
N/A
VIVIX - CVQZX
83%
Closely correlated
N/A
RMFEX - CVQZX
79%
Closely correlated
-0.25%
RMEBX - CVQZX
79%
Closely correlated
-0.25%
More