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Columbia Large Cap Enhanced Core Inst NMIMX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 26.81  /  +1.28 %
  • Total Assets 386.2 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.01%
  • Turnover 92%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NMIMX

Will NMIMX 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 a hard time consistently outperforming its benchmark over the long term. It warrants Average People and Process ratings.

Rated on Published on

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Portfolio Holdings NMIMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.72 32.0 Mil
Technology

Apple Inc

6.12 25.3 Mil
Technology

NVIDIA Corp

5.78 23.9 Mil
Technology

Alphabet Inc Class A

4.36 18.1 Mil
Communication Services

Amazon.com Inc

3.24 13.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.16 13.1 Mil
Communication Services

Johnson & Johnson

1.48 6.1 Mil
Healthcare

Visa Inc Class A

1.29 5.4 Mil
Financial Services

Applied Materials Inc

1.16 4.8 Mil
Technology

Caterpillar Inc

1.15 4.8 Mil
Industrials