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Columbia Large Cap Enhanced Core A NMIAX

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%

Morningstar’s Analysis NMIAX

Will NMIAX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings NMIAX

  • 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
7.81
27,917,281
Technology
7.19
25,700,763
Technology
4.06
14,531,475
Communication Services
2.31
8,253,550
Communication Services
2.09
7,479,252
Consumer Cyclical
1.96
7,026,438
Energy
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
1.41
5,035,485
Energy