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ILVEX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

ILVEX price forecast, quote, news & analysis

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

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Salesforce (NYSE:CRM), Advanced Micro Devices (NASDAQ:AMD), Wells Fargo & Co (NYSE:WFC), American Express Company (NYSE:AXP), Charles Schwab Corp (The) (NYSE:SCHW), Citigroup (NYSE:C), Elevance Health (NYSE:ELV), EOG Resources (NYSE:EOG).

Industry description

The investment seeks to provide shareholders 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 large capitalization companies. It invests substantially in securities of U.S. issuers. The fund generally invests in common stocks. It may at times emphasize one or more sectors in selecting its investments, including the financial services sector and the health care sector.

Market Cap

The average market capitalization across the Columbia Integrated Large Cap Val Adv MF is 246.58B. The market cap for tickers in the group ranges from 74.15B to 677.22B. WMT holds the highest valuation in this group at 677.22B. The lowest valued company is EOG at 74.15B.

Volume

The average weekly volume growth across all stocks in the Columbia Integrated Large Cap Val Adv MF was 26%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 44
Price Growth Rating: 29
SMR Rating: 44
Profit Risk Rating: 28
Seasonality Score: 20 (-100 ... +100)
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A.I.Advisor
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General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Marshall Funds Inc111 East Kilbourn AvenueMilwaukee
Phone
N/A
Web
www.bmofunds.com