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ILVEX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
189.1M

ILVEX Columbia Integrated Large Cap Val Adv Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NASDAQ:WMT), Exxon Mobil Corp (NASDAQ:XOM), Procter & Gamble Company (NASDAQ:PG), Wells Fargo & Co (NASDAQ:WFC), American Express Company (NASDAQ:AXP), Elevance Health (NASDAQ:ELV), EOG Resources (NASDAQ:EOG), AutoZone (NASDAQ:AZO).

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 249.87B. The market cap for tickers in the group ranges from 17.99B to 426.99B. WMT holds the highest valuation in this group at 426.99B. The lowest valued company is EG at 17.99B.

Volume

The average weekly volume growth across all stocks in the Columbia Integrated Large Cap Val Adv MF was -9%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 48
Price Growth Rating: 43
SMR Rating: 42
Profit Risk Rating: 38
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor tells us that ILVEX and DOXGX have been poorly correlated (+19% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ILVEX and DOXGX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ILVEX
1D Price
Change %
ILVEX100%
+0.21%
DOXGX - ILVEX
19%
Poorly correlated
+0.57%
DODGX - ILVEX
18%
Poorly correlated
+0.57%
VIVAX - ILVEX
17%
Poorly correlated
+0.36%
FFFMX - ILVEX
16%
Poorly correlated
+0.26%
VVIAX - ILVEX
15%
Poorly correlated
+0.34%
More