NAMAX Mutual Fund (Columbia Select Mid Cap Value Fund Class I) is managed by Columbia Threadneedle Investments with $1.14B in net assets. NAMAX expense ratio is 0.88%, holding 49 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2001-11-20.

NAMAX performance shows a YTD return of 22.23%. The 1-year return is 37.00% and the 5-year return is 12.27%. NAMAX dividend yield stands at 4.16%, paid quarterly.

NAMAX top holdings include Marathon Petroleum Corp. (3.8%), Entergy Corp. (3.7%), Corning Inc. (3.3%), Devon Energy Corp. (3.2%), Ameren Corp. (3.0%). View all NAMAX holdings, sector breakdown, or dividend history.

NAMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NAMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.