Peter Albanese, one of three comanagers of Columbia Disciplined Core AQEAX and several other quantitative Columbia funds, died on July 7, 2021, after a short illness. Albanese had joined Columbia in 2014 after more than 20 years of experience in quant investing at other firms. The funds' two other portfolio managers remain: Raghavendran Sivaraman, who was promoted to head of the quantitative strategies team in 2020 after the retirement of team founder Brian Condon, and Oleg Nusinzon, who joined Columbia in October 2020 to replace Condon. Nusinzon has been in the industry since 1997.
Columbia Large Cap Enhanced Core Inst NMIMX
NAV / 1-Day Return
32.83
/
0.27
%
Total Assets
460.9 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.590%
Expense Ratio
0.590%
Fee Level
Below Average
Longest Manager Tenure
1.99
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
2,000
Status
Open
TTM Yield
0.96%
Turnover
81%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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Process Pillar
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Comanager of Columbia Disciplined Core Dies Unexpectedly
