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SMGIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$35.41
Change
-$1.05 (-2.88%)
Net Assets
15.11B

SMGIX Columbia Contrarian Core Inst Forecast, Technical & Fundamental Analysis

Category LargeBlend
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:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Elevance Health (NYSE:ELV).

Industry description

The investment seeks total return, consisting of long-term capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign securities.

Market Cap

The average market capitalization across the Columbia Contrarian Core Inst MF is 1.75T. The market cap for tickers in the group ranges from 120.06B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is ELV at 120.06B.

Volume

The average weekly volume growth across all stocks in the Columbia Contrarian Core Inst MF was 20%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 61
Price Growth Rating: 27
SMR Rating: 29
Profit Risk Rating: 16
Seasonality Score: -13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com
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SMGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SMGIX has been closely correlated with FXAIX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMGIX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMGIX
1D Price
Change %
SMGIX100%
-0.27%
FXAIX - SMGIX
97%
Closely correlated
-0.39%
VFFSX - SMGIX
96%
Closely correlated
-0.39%
VFINX - SMGIX
94%
Closely correlated
-0.38%
VFIAX - SMGIX
93%
Closely correlated
-0.38%
VTSMX - SMGIX
82%
Closely correlated
-0.49%
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