NAMBX Mutual Fund

NAMBX Mutual Fund (Columbia Select Mid Cap Value Fund Class S) is managed by Columbia Threadneedle Investments with $163.4M in net assets. NAMBX expense ratio is 0.88%, holding 49 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2024-10-02.

NAMBX performance shows a YTD return of 25.16%. The 1-year return is 35.45% and the 5-year return is 12.53%. NAMBX dividend yield stands at 5.95%, paid quarterly.

NAMBX 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 NAMBX holdings, NAMBX sectors, or NAMBX dividends.

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