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NFEPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$20.99
Change
+$0.19 (+0.91%)
Net Assets
1.34B

NFEPX Columbia Large Cap Growth Opp Inst Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Advanced Micro Devices (NASDAQ:AMD), Lam Research Corp (NASDAQ:LRCX).

Industry description

The investment seeks long-term growth of capital. 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, primarily common stocks and securities that can be converted into common stocks. It invests primarily in common stocks of companies that the investment manager believes have the potential for long-term, above-average earnings growth. The fund may invest up to 20% of its total assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.

Market Cap

The average market capitalization across the Columbia Large Cap Growth Opp Inst MF is 1.63T. The market cap for tickers in the group ranges from 127.38B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is LRCX at 127.38B.

Volume

The average weekly volume growth across all stocks in the Columbia Large Cap Growth Opp Inst MF was 93%. For the same stocks of the MF, the average monthly volume growth was 98% and the average quarterly volume growth was -27%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 70
Price Growth Rating: 36
SMR Rating: 28
Profit Risk Rating: 16
Seasonality Score: 1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Columbia Funds Series TrustOne Financial CenterBoston
Phone
N/A
Web
www.columbiamanagement.com
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NFEPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NFEPX has been closely correlated with VIGRX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if NFEPX jumps, then VIGRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NFEPX
1D Price
Change %
NFEPX100%
+0.91%
VIGRX - NFEPX
98%
Closely correlated
+1.05%
VIGAX - NFEPX
98%
Closely correlated
+1.06%
VIGIX - NFEPX
98%
Closely correlated
+1.05%
GFAFX - NFEPX
95%
Closely correlated
+0.91%
GFACX - NFEPX
95%
Closely correlated
+0.91%
More