AMVAX Rating, Research - Columbia Mid Cap Value Opportunity A

Columbia Mid Cap Value Opportunity A (amvax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 16

Threats + Weaknesses = 17

When strengths & opportunities substantially exceed threats & weaknesses an investment in the amvax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Mid Cap Value Opportunity A (AMVAX) Description: AMVAX is a mutual fund, which is an investment that owns a basket of assets. The AMVAX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a medium management tenure and is in the large fund size classification. AMVAXs minimum initial investment amount is $2000 while the IRA minimum is $1000. AMVAXs expense ratio is roughly 1%. The latest AMVAXs front end load was 6% and the back end load was 0%. The Columbia Mid Cap Value Opportunity A (AMVAX) mutual fund falls under the mid-cap value category. AMVAX focuses its investments in USA and AMVAX is not affiliated with a particular industry or fund sector. The Columbia Mid Cap Value Opportunity A (AMVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AMVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AMVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of mid-sized companies within the market capitalization range of companies in the Russell Midcap Index. It may invest in common stocks (see stock research), convertible bonds, convertible preferred stocks (see stock research) and warrants.

Management Analysis Update

Performance Analysis Update