NAMBX Mutual Fund
NAMBX Mutual Fund
Columbia Select Mid Cap Value Fund Class S
NAMBX Mutual Fund Overview
NAMBX Mutual Fund (Columbia Select Mid Cap Value Fund Class S) is managed by Columbia Threadneedle Investments with $168.2M in net assets. NAMBX expense ratio is 0.88%, holding 49 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2024-10-02.
NAMBX performance shows a YTD return of 22.30%. The 1-year return is 37.07%. NAMBX dividend yield stands at 6.01%, paid quarterly.
NAMBX 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 NAMBX holdings, sector breakdown, or dividend history.
NAMBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NAMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.