Nasdaq - Delayed Quote USD

Columbia Large Cap Enhanced Core Fund (NMIAX)

30.41 -0.18 (-0.59%)
As of 8:06 AM EST. Market Open.
Loading Chart for NMIAX
DELL
  • Previous Close 30.59
  • YTD Return 21.52%
  • Expense Ratio 0.83%
  • Category Large Blend
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 480.99M
  • Beta (5Y Monthly) 0.97
  • Yield 0.71%
  • 5y Average Return --
  • Holdings Turnover 90.00%
  • Last Dividend 0.03
  • Inception Date Oct 2, 2024

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index, convertible securities that are convertible into stocks included in the index, and derivatives whose returns are closely equivalent to the returns of the index or its components. The manager will vary the number and percentages of the fund's holdings in attempting to provide higher returns than the index and to reduce the potential of underperforming the index over time.

Columbia Threadneedle

Fund Family

Large Blend

Fund Category

480.99M

Net Assets

2024-10-02

Inception Date

Performance Overview: NMIAX

View More

Trailing returns as of 11/6/2024. Category is Large Blend.

YTD Return

NMIAX
21.52%
Category
5.31%
?

1-Year Return

NMIAX
37.53%
Category
20.31%
?

3-Year Return

NMIAX
10.08%
Category
6.48%
?

5-Year Return

NMIAX
15.35%
Category
11.78%
?

People Also Watch

Holdings: NMIAX

View More

Top 8 Holdings (35.91% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 7.37%
MSFT
Microsoft Corporation 7.14%
NVDA
NVIDIA Corporation 6.78%
GOOGL
Alphabet Inc. 4.24%
AMZN
Amazon.com, Inc. 3.90%
META
Meta Platforms, Inc. 3.27%
JPM
JPMorgan Chase & Co. 1.85%
JNJ
Johnson & Johnson 1.37%

Sector Weightings

Recent News: NMIAX

View More

Research Reports: NMIAX

View More

Top Mutual Funds