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ISGDX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$13.78
Change
-$0.12 (-0.86%)
Net Assets
24.9M

ISGDX Columbia Integrated Small Cap Gr A Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Shake Shack (NYSE:SHAK).

Industry description

The investment seeks to provide shareholders with 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 small capitalization companies. The fund invests substantially in securities of U.S. issuers. The fund generally invests in common stocks. The fund may at times emphasize one or more sectors in selecting its investments, including the health care, industrials, and information technology sectors.

Market Cap

The average market capitalization across the Columbia Integrated Small Cap Gr A MF is 10.47B. The market cap for tickers in the group ranges from 2.34B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is TNC at 2.34B.

Volume

The average weekly volume growth across all stocks in the Columbia Integrated Small Cap Gr A MF was -48%. For the same stocks of the MF, the average monthly volume growth was -46% and the average quarterly volume growth was -66%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 74
Price Growth Rating: 51
SMR Rating: 61
Profit Risk Rating: 40
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Marshall Funds Inc111 East Kilbourn AvenueMilwaukee
Phone
N/A
Web
www.bmofunds.com
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ISGDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ISGDX has been closely correlated with WCMLX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if ISGDX jumps, then WCMLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ISGDX
1D Price
Change %
ISGDX100%
-0.86%
WCMLX - ISGDX
93%
Closely correlated
-1.03%
WCMNX - ISGDX
93%
Closely correlated
-1.05%
NRGEX - ISGDX
92%
Closely correlated
-1.09%
VSGAX - ISGDX
90%
Closely correlated
-1.01%
VISGX - ISGDX
90%
Closely correlated
-1.02%
More