INVPX Rating, Research - Columbia Mid Cap Growth Opportunity A

Columbia Mid Cap Growth Opportunity A (invpx)

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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 = 30

Threats + Weaknesses = 20

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund primarily invests in common stocks (see stock research) of small and medium-size companies. To select investments, the advisor evaluates a companys growth prospects, the economic outlook for its industry, new-product development, management, security value, and financial characteristics. It may invest up to 30% of assets in foreign securities.

Management Analysis Update

Performance Analysis Update