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Morningstar

Columbia Large Cap Enhanced Core A NMIAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 23.56  /  0.17 %
  • Total Assets 453.1 Mil
  • 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 0.75%
  • Turnover 92%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:18 PM GMT+0

Morningstar’s Analysis NMIAX

Will NMIAX outperform in 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.

Tight constraints make it tough for this quant fund to outperform.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Columbia Large Cap Enhanced Core has mostly done what it's supposed to do, but that isn't enough to stand out. It earns a Morningstar Analyst Rating of Neutral for all share classes.

by David Kathman
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NMIAX

More NMIAX Holdings
  • Current Portfolio Date
  • Equity Holdings 120
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.81
27,917,281
Technology

Microsoft Corp

7.19
25,700,763
Technology

Alphabet Inc Class A

4.06
14,531,475
Communication Services

Meta Platforms Inc Class A

2.31
8,253,550
Communication Services

Amazon.com Inc

2.09
7,479,252
Consumer Cyclical

Exxon Mobil Corp

1.96
7,026,438
Energy

Visa Inc Class A

1.69
6,059,358
Financial Services

E-mini S&P 500 Future June 23

1.46
5,235,625
—

Columbia Short-Term Cash

1.44
5,141,660
Cash and Equivalents

Chevron Corp

1.41
5,035,485
Energy