Columbia Large Cap Enhanced Core has a hard time consistently outperforming its benchmark over the long term. It warrants Average People and Process ratings.
Columbia Large Cap Enhanced Core A NMIAX
- NAV / 1-Day Return 28.96 / 0.00
- Total Assets 483.8 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 0.71%
- Turnover 90%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:24 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 7.43 | 39.8 Mil | Technology |
Microsoft Corp | 7.11 | 38.0 Mil | Technology |
NVIDIA Corp | 6.84 | 36.6 Mil | Technology |
Alphabet Inc Class A | 4.29 | 22.9 Mil | Communication Services |
Amazon.com Inc | 3.84 | 20.5 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.06 | 16.4 Mil | Communication Services |
JPMorgan Chase & Co | 2.02 | 10.8 Mil | Financial Services |
E-mini S&P 500 Future Sept 24 | 1.54 | 8.2 Mil | — |
Johnson & Johnson | 1.44 | 7.7 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 1.13 | 6.1 Mil | Financial Services |
United States