EVRAX Rating, Research - Columbia Value & Restructuring A

Columbia Value & Restructuring A (evrax)

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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 = 64

Threats + Weaknesses = 47

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks total return before fees and expenses that correspond to the total return of the Standard & Poors (S&P) MidCap 400 Index. The fund normally invests at least 80% of net assets in common stocks (see stock research) that comprise the S&P MidCap 400 Index. It may invest in derivatives, consisting of stock index futures or options, as substitutes for the underlying securities in the S&P MidCap 400 Index.

Management Analysis Update

Performance Analysis Update