NAMAX Mutual Fund

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 Information Technology, Financials, Consumer Discretionary. Inception date: 2001-11-20.

NAMAX performance shows a YTD return of 25.24%. The 1-year return is 35.46% and the 5-year return is 12.54%. NAMAX dividend yield stands at 5.89%, paid quarterly.

NAMAX top holdings include Marathon Petroleum Corp (4.2%), Devon Energy Corporation (2.8%), Columbia Short Term Cash Fund (2.7%), Popular Inc (2.6%), Itt Inc (2.5%). Go to all NAMAX holdings, NAMAX sectors, or NAMAX dividends.

NAMAX can be compared against other funds. Use NAMAX overlap to find shared positions, or NAMAX vs another fund for a side-by-side view. NAMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.