AQEAX Rating, Research - Columbia Large Core Quantitative A

Columbia Large Core Quantitative A (aqeax)

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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 = 257

Threats + Weaknesses = 153

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

Fund Management Team

Fund Description Update

Columbia Large Core Quantitative A (AQEAX) Description: AQEAX is a mutual fund, which is an investment that owns a basket of assets. The AQEAX 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 short management tenure and is in the large fund size classification. AQEAXs minimum initial investment amount is $2000 while the IRA minimum is $1000. AQEAXs expense ratio is roughly 1%. The latest AQEAXs front end load was 6% and the back end load was 0%. The Columbia Large Core Quantitative A (AQEAX) mutual fund falls under the large-cap mixed category. AQEAX focuses its investments in USA and AQEAX is not affiliated with a particular industry or fund sector. The Columbia Large Core Quantitative A (AQEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AQEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AQEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund typically invests 80% of assets in equity securities (see equity research) of companies listed on U.S. exchanges with market capitalizations greater than $5 billion at the time of purchase. The universe of stocks (see stock research) from which the management selects may be those included in the benchmark, the S&P 500 index.

Management Analysis Update

Columbia Large Core Quantitative A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update