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Morningstar

Columbia Large Cap Enhanced Core Inst NMIMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 22.09  /  0.14 %
  • Total Assets 374.0 Mil
  • Adj. Expense Ratio
    —
  • 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 1.09%
  • Turnover 67%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NMIMX

Will NMIMX 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 NMIMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NMIMX 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 NMIMX’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

Summary

| by David Kathman

Columbia Large Cap Enhanced Core is hanging in there after losing two of its portfolio managers in the past couple of years, though tight constraints still make it tough to beat its benchmark. It earns a Morningstar Analyst Rating of Neutral for all share classes.

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