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RLCAX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
163.13M

RLCAX Columbia Disciplined Value A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), JPMorgan Chase & Co (NYSE:JPM), Cisco Systems (NASDAQ:CSCO), Abbott Laboratories (NYSE:ABT), Morgan Stanley (NYSE:MS), Bristol-Myers Squibb Co (NYSE:BMY), Citigroup (NYSE:C), Altria Group (NYSE:MO), CME Group (NASDAQ:CME).

Industry description

The investment seeks to provide shareholders with long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Value Index (the index) at the time of purchase. The fund may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.

Market Cap

The average market capitalization across the Columbia Disciplined Value A MF is 239.49B. The market cap for tickers in the group ranges from 72B to 461.76B. XOM holds the highest valuation in this group at 461.76B. The lowest valued company is CME at 72B.

Volume

The average weekly volume growth across all stocks in the Columbia Disciplined Value A MF was 8%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 46
Price Growth Rating: 49
SMR Rating: 39
Profit Risk Rating: 47
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Columbia Funds Series Trust II225 FRANKLIN STREETBOSTON
Phone
612-671-4321
Web
www.columbiamanagement.com
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RLCAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, RLCAX has been closely correlated with FFFMX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if RLCAX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RLCAX
1D Price
Change %
RLCAX100%
-1.14%
FFFMX - RLCAX
82%
Closely correlated
-0.80%
FFMMX - RLCAX
81%
Closely correlated
-0.80%
VIVAX - RLCAX
79%
Closely correlated
-0.88%
VVIAX - RLCAX
78%
Closely correlated
-0.88%
VIVIX - RLCAX
78%
Closely correlated
-0.88%
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