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NFEPX
Mutual Fund ticker:
NASDAQ
AS OF
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Price
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Change
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Net Assets
1.16B

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 Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Eli Lilly & Co (NYSE:LLY), Accenture PLC (NYSE:ACN), QUALCOMM (NASDAQ:QCOM), Intuitive Surgical (NASDAQ:ISRG), Lam Research Corp (NASDAQ:LRCX), Hilton Worldwide Holdings (NYSE:HLT).

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 391.59B. The market cap for tickers in the group ranges from 14.3B to 2.49T. MSFT holds the highest valuation in this group at 2.49T. The lowest valued company is ZBRA at 14.3B.

Volume

The average weekly volume growth across all stocks in the Columbia Large Cap Growth Opp Inst MF was -18%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 40
Price Growth Rating: 37
SMR Rating: 44
Profit Risk Rating: 38
Seasonality Score: 27 (-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

Correlation & Price change

A.I.dvisor indicates that over the last year, NFEPX has been closely correlated with RGAFX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if NFEPX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NFEPX
1D Price
Change %
NFEPX100%
+1.42%
RGAFX - NFEPX
81%
Closely correlated
+1.62%
RGAEX - NFEPX
80%
Closely correlated
+1.62%
RGACX - NFEPX
80%
Closely correlated
+1.63%
RGAHX - NFEPX
78%
Closely correlated
+1.62%
RGEBX - NFEPX
78%
Closely correlated
+1.64%
More