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CECYX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$29.47
Change
+$0.20 (+0.68%)
Net Assets
478.03M

CECYX Columbia Large Cap Enhanced Core Inst3 Forecast, Technical & Fundamental Analysis

The investment seeks total return before fees and expenses that exceeds the total return of the Standard & Poor's (S&P) 500® Index... Show more

Category: #Large Blend
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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), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Johnson & Johnson (NYSE:JNJ), Procter & Gamble Company (NYSE:PG), Caterpillar (NYSE:CAT).

Industry description

The investment seeks total return before fees and expenses that exceeds the total return of the Standard & Poor's (S&P) 500® Index. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index, convertible securities that are convertible into stocks included in the index, and derivatives whose returns are closely equivalent to the returns of the index or its components. The manager will vary the number and percentages of the fund's holdings in attempting to provide higher returns than the index and to reduce the potential of underperforming the index over time.

Market Cap

The average market capitalization across the Columbia Large Cap Enhanced Core Inst3 MF is 2.02T. The market cap for tickers in the group ranges from 198.2B to 4.07T. NVDA holds the highest valuation in this group at 4.07T. The lowest valued company is CAT at 198.2B.

Volume

The average weekly volume growth across all stocks in the Columbia Large Cap Enhanced Core Inst3 MF was 7%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 49
Price Growth Rating: 39
SMR Rating: 24
Profit Risk Rating: 25
Seasonality Score: -48 (-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 TrustOne Financial CenterBoston
Phone
N/A
Web
www.columbiamanagement.com
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CECYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CECYX has been closely correlated with VSMPX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if CECYX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CECYX
1D Price
Change %
CECYX100%
N/A
VSMPX - CECYX
90%
Closely correlated
N/A
VTSAX - CECYX
90%
Closely correlated
-0.20%
VSTSX - CECYX
90%
Closely correlated
-0.20%
VFFSX - CECYX
54%
Loosely correlated
-0.30%
RWMFX - CECYX
51%
Loosely correlated
+0.23%
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