Morningstar

Columbia Large Cap Enhanced Core Fund Class A NMIAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 29.21  /  +0.86 %
  • Total Assets 528.8M
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.60%
  • Turnover 72%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NMIAX

Will NMIAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NMIAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NMIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NMIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This quantitative strategy struggles to stand out.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

Experienced managers with strong technical credentials anchor this strategy, but team turnover, limited differentiation, and tight portfolio constraints ultimately limit our conviction, warranting Average People and Process ratings.

by Natalia Arrigoni
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NMIAX

More NMIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.44 41M
Technology

Apple Inc

7.82 38M
Technology

Alphabet Inc Class A

6.61 32M
Communication Services

Microsoft Corp

4.79 23M
Technology

Amazon.com Inc

3.51 17M
Consumer Cyclical

Broadcom Inc

3.40 16M
Technology

Meta Platforms Inc Class A

2.88 14M
Communication Services

Exxon Mobil Corp

1.61 8M
Energy

E-mini S&P 500 Future June 26

1.57 8M
—

Lam Research Corp

1.45 7M
Technology

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