CSVFX Rating, Research - Columbia Strategic Investor Z

Columbia Strategic Investor Z (csvfx)

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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 = 246

Threats + Weaknesses = 132

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

Fund Management Team

Fund Description Update

Columbia Strategic Investor Z (CSVFX) Description: CSVFX is a mutual fund, which is an investment that owns a basket of assets. The CSVFX 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. CSVFXs minimum initial investment amount is $2500 while the IRA minimum is $1000. CSVFXs expense ratio is roughly 1%. The latest CSVFXs front end load was 0% and the back end load was 0%. The Columbia Strategic Investor Z (CSVFX) mutual fund falls under the large-cap growth category. CSVFX focuses its investments in USA and CSVFX is not affiliated with a particular industry or fund sector. The Columbia Strategic Investor Z (CSVFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CSVFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CSVFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term capital growth. The fund normally invests at least 80% of assets in equity investments of large- and mid-capitalization companies. It invests primarily in a broad portfolio of common stocks (see stock research) of companies within the Russell 1000 Growth Index that the adviser believes are undervalued and/or have strong momentum.

Management Analysis Update

Columbia Strategic Investor Z's executives / managers make better investing decisions, because their assets are invested along side their client's. Columbia Strategic Investor Z has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update