Morningstar

Columbia Large Cap Enhanced Core Fund Class R CCERX

Medalist Rating as of Apr 27, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks total return before fees and expenses that exceeds the total return of the Standard & Poor's (S&P) 500® Index. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index, convertible securities that are convertible into stocks included in the index, and derivatives whose returns are closely equivalent to the returns of the index or its components. The manager will vary the number and percentages of the fund's holdings in attempting to provide higher returns than the index and to reduce the potential of underperforming the index over time.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NMIAX	Columbia Large Cap Enhanced Core Fund Class A	No Load	Open			Jul 31, 1996	$73.14M	0.830%	Average	$2,000	−$2.79M
NMIDX	Columbia Large Cap Enhanced Core Fund Class S	No Load	Open			Oct 2, 2024	$10.47M	0.580%	Below Average	$0	−$1.93M
NMIMX	Columbia Large Cap Enhanced Core Fund Institutional Class	Institutional	Open			Jul 31, 1996	$82.52M	0.580%	Below Average	$2,000	$2.17M
CECYX	Columbia Large Cap Enhanced Core Fund Institutional 3 Class	Institutional	Open			Jul 15, 2009	$262.00M	0.410%	Low	$1M	−$21.66M
CCERX	Columbia Large Cap Enhanced Core Fund Class R	Retirement, Medium	Open			Jan 23, 2006	$88.13M	1.080%	Below Average	$0	$35.71M

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